If your company uses a Lead to Account workflow, you will want to set up your Lead details to get the most out of Nimble.
The Lead details of a contact will appear in the "Status" box on the Contact view, and these values are also searchable from the Contacts tab.
Viewing Lead Details on a Contact Record:
Open a contact record and look at the "Status" box on the top-right. Here, you'll see the option to select a Lead Type, Lead Status, and Lead Source.
To select an option, simply click the hyperlink text beside Type, Status, and Source. Nimble will display a list of generic Lead Details.
How to Create Your Own Lead Values
Nimble also allows you to create custom fields for your contact's Lead Details. This can be done from within your Settings >> Data Fields.
You will see three rectangular boxes labeled, “lead type”, “lead source” and “lead status” which are customizable.
When you click on these boxes, Nimble will display “Select Box Values.” You can add a value by clicking the plus symbol (+) and delete a value by clicking the minus symbol (-).
Make sure to click “Apply Changes” when finished.
View Lead details on a contact record
These values will now be available to select at the top of your contact record, in the "Lead Details" section.
You may then choose your new value from the drop-down options.
Importing Leads in Bulk
Once these Lead Details have been created in Nimble, you can then add them to your CSV file for bulk uploads. Here’s an example of how they should appear in your CSV file:
Please note, all select box fields in Nimble (including Lead Details) are case sensitive, and must appear in your CSV file exactly as you created the values in Nimble. This means, if your lead type is "Hot Lead" in Nimble, your CSV file must also display the lead type as "Hot Lead", with the capital "H" and "L", or the data won't import.
Once you have your lead details defined in your CSV import, add it to the Nimble Import Wizard.
After your import is finished, create a segment based on your lead values.
Once your segment is saved, you may return to it at any time from the left-hand side of the Contacts tab.