Linking sources to the right customer
Nexa suggests which customer a meeting, file or email belongs to — with the evidence — and you confirm.
Last updated Nov 1, 2026
What it is
Nexa links a source to a customer only on evidence: an exact email address, a confirmed CRM contact, or your confirmation.
What it's for
Two companies with similar names never get merged by accident.
How to use it
- On a source or a customer page, look for a suggestion like "Looks like Nile Cargo".
- Click Why? to see the evidence.
- Accept the link, or dismiss it.
Tips
- Add the customer's email address to the record — email threads then link themselves.
Good to know
- A similar name alone is never treated as proof.