Chapters:
Explore Contact Records
Contacts capture data, notes, and interactions about people you and your team interact with to help you stay on top of your ever-growing client base and grow your business.
After completing this step, you'll understand how to do the following:
Learn contact profile layout
Discover contact data by name and company domain
Create new contacts in-app
Add data fields to capture data relevant to your team
Learn how to create and utilize contact segments
Discover verified emails & contact info
Discover verified emails & contact info with the Nimble Enrichment contact look-up feature by visiting a contact record in Nimble to autocomplete the contact details such as email address, job title, social profiles, phone number, and company location. This feature is also available in our Nimble Prospector App
How to complete this step:
Go to a contact record and select "Search Contact Info"
Complete the record with contact information and select "Save Data" to complete this step.
Learn more about Nimble Enrichment workflows on our FAQ.
Create custom data fields to capture relevant data
Configure custom fields that are unique to your business needs in order to track important data about your leads and customers. These fields will appear on every contact record along with standard fields. Every field created will be searchable. You can separate fields into tabs and groups to more easily manage them.
To learn more about custom fields, take a look at the following:
How to Create a Saved Contact Segment
Go to the Contacts tab.
Select "Segment Search" to launch Segmentation.
Pick a filter, such as "Location".
Enter a name for your segment and select "save".
That's it!
Learn more about setting up saved segments in Nimble on our FAQ.
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.