Nimble has just released Activity Listing! This brand new feature enables you and your team members to gather all the context surrounding a contact and log all the interactions (calls, meetings, emails, etc.) you've had on that contact to help you stay mindful of your most important follow-up opportunities. Additionally, managers can now keep track of their team and measure their performance.
To learn more about this feature, take a look at the following: Nimble Activity Listing Feature
Create "Custom Activity Types"
With the release of our Activities Listing feature, we've added "Custom Activity Types"!
On top of being able to track your tasks, calls, and events, Nimble also enables you to create and track your own customized activity types to allow for more granularity in logging activities. Some examples of the activity types you may create are "Webinars," "Appointments," "Campaigns," and more.
As the admin of the account, you will be able to create the activity and users will then be able to access the activity type and log data.
To setup a custom activity type, just visit Settings >> Activities. You can then choose "Create Custom Activity" and start creating your new form.
Before saving your new activity type, be sure to choose whether this activity will update your contact's last contacted date once it is completed.
If you'd like to make changes to your custom activity type, just click the pencil icon. You can also achieve outdated custom activity types by selecting the trashcan icon.
You can now start creating new activity under your custom type. To do this, just visit a contact/company, deal or Activity Tab and select "Add Activity". You can then choose you new activity type to log the action.
We would love to hear your feedback or questions about our latest feature, please write us at email@example.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.