Learn how to create projects on Nexl to manage your growth initiatives.
Getting Started
Nexl Projects are a great way to manage your growth initiatives. Find out how they work in this introductory video.
Teams and Tasks
Learn how to operationalize your initiative by creating your Project Team and using Tasks to get things done.
SMART Objectives
SMART Objective setting is key to achieving success. This session will show how you can define and track progress towards your goals.
Opportunities
You growth project will generate lots of new business opportunities. Here we share how you can create and manage your pipeline to turn relationships into actual revenue.
Adding or Linking Documents
Make key documents related to your project easy to find: on Nexl Projects, you can upload them from your desktop or link directly to files on your DMS.
Project Lists
Lists are the heart of every growth project. Learn how to create Contact Lists, Company lists and Generic lists in your Project.
