What is the Smart Summary?
The Smart Summary Feature is automatically built with the information that you enter about your contact as well as data Nimble is able to locate based on the person's social profiles. Nimble places all the actionable information your contacts share in one simple summary.
Each Smart Summary includes:
Shared Keywords, Investments, and Interests
Kred Influence score
Connections in common
Example Smart Summary
Share Smart Summaries as Business Introductions
Along with the Smart Summary is an option to share the profile directly via email.
This feature provides an easy way to introduce someone with ample context on that individual. It also provides sufficient background with which to begin a meaningful conversation, enabling Nimble users to become fabulous connectors.
To share a Smart Summary, select the "Introduce to.." button from the menu produced by clicking the three dots at the top of the contact record, and you'll be taken to an email message to send it to one of your contacts.
If you have any questions, 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.