Nexl: Admin course

User and access management
1
Managing access levels and uses (Admin)
In this first lesson, we introduce the different topics we will be covering in the Admin course, and have a closer look at access and user management.
2
Quiz on user and access management
Firm-wide list management
1
Building and managing firm-wide marketing lists on Nexl (Admin)
Admin users are able to create Firm-wide marketing and distribution lists in the List Manager. This will give all users on Nexl the option to subscribe and un-subscribe their contacts to these lists from within a Contact record.
2
Quiz on List management
Data cleaning
1
Keeping your contact and company records in shape: how to use Nexl’s data cleaner (Admin)
2
Quiz on Data Cleaner
Tag management
1
Organize your data even better with Tag management (Admin)
Reporting
1
Sharing insights: reporting (Admin)
There is no correct answer to this question, as it really depends on how you intend to use Nexl.
Large firms typically give Admin access to all partners, and Marketing & BD staff. Smaller firms, with fewer partners, sometimes give access to (senior) associates as well.
Admin users get access to all contacts, can see all interactions, and are also able to export contacts. This should've been considered when deciding on roles and access levels.