Notes are critical to closing deals and starting new business relationships. They allow you to keep track of where you left off in a conversation, promises that were made, and key details about the customer and what's important to them.
Let us show you how to log and track notes in Nimble so that you can build and maintain strong relationships with your customers.
Log Notes on a Contact:
To log a note on your contact, just click "Add Note". A pop-up form will appear where you can quickly enter/structure your notes.
Once you're done creating your note, simply click "Add Note". It will then appear under the Interactions tab in "Notes.
Log Notes on a Deals:
In Deals, select "Log Note" to create a note. Once saved, the note will appear under "Notes" in the deal.
Please note: Nimble now supports importing and exporting contact notes through CSV files, making it easier to transfer notes from another CRM or back up your existing notes. For step-by-step instructions, please see our article: Easily Import and Export Your Contact Notes in Nimble.
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If you have any questions, please write us at care@nimble.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.