Nimble offers the ability to keep track of and delegate leads and customers to your team by way of contact ownership. Doing so enables your team to organize their contacts by ownership, take bulk actions, send group messages, and set follow-up tasks.
Get Started with Contact Ownership
To get started, go to a contact record. Under "Lead Details" you'll see "Owner". From here, click on "Unassigned" and choose your team member's name from the dropdown list.
Once ownership has been assigned, only the owner or the administrator of the account will be able to change ownership.
Use Segmentation to pull a list of contacts by "Owner" to take smart actions
Segmentation enables you to search across many data fields to help you organize your contacts into lists. Get started by visiting your Contacts tab and clicking within the search bar.
To the left, click "Add Filter", choose "All Contact Filters" >> "Contact Info", and select "Contact Owner".
You can now select a user on your account. The list of contacts that the user owns will now display.
You can now perform smart actions such as setting stay in touch reminders, exporting to CSV, or sending a targeted group message.
Please note: the ownership data field cannot be uploaded by import at this time.