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Nimble Onboarding Steps
Nimble Onboarding Steps
Follow these step by step articles to complete the Nimble Onboarding checklist!
11 articles in this collection
Written by
Ionia
Nimble Onboarding Step #1 - Watch Intro to Nimble
Learn how to complete Nimble onboarding step #1 by watching the intro to Nimble video
Written by
Ionia
Updated over a week ago
Nimble Onboarding Step #2 - Organize your Processes with Workflow
Written by
Ionia
Updated over a week ago
Nimble Onboarding Step #3 - Explore Contact Record
Written by
Ionia
Updated over a week ago
Nimble Onboarding Step #4 - Install the Prospector Browser Extension
Learn how to add the Prospector browser extension to complete Nimble onboarding step #4.
Written by
Ionia
Updated over a week ago
Nimble Onboarding Step #5 - Install the Nimble Mobile App
Learn how to add the mobile app to complete Nimble onboarding step #5
Written by
Ionia
Updated over a week ago
Nimble Onboarding Step #6 - Connect Microsoft 365, Gmail, and other mail inboxes
Learn how to complete Nimble onboarding step #6 by connecting your email and importing contacts.
Written by
Ionia
Updated over a week ago
Nimble Onboarding Step #7 - Invite your team
Written by
Ionia
Updated over a week ago
Nimble Onboarding Step #8 - Import your contacts
Written by
Ionia
Updated over a week ago
Nimble Onboarding Step #9 - Enable Notifications
Written by
Ionia
Updated over a week ago
Nimble Onboarding Step #10 - Setup Deals
Learn how to complete a deal to finish onboarding step #10.
Written by
Ionia
Updated over a week ago
Nimble Onboarding Step #11 - Customize Your Today Page Dashboard
Follow these steps to complete onboarding step #11.
Written by
Ionia
Updated over a week ago