Nimble now offers the ability to schedule and log calls while updating interaction histories to help your business stay on top of follow-ups, maintain and improve relationships, and measure your team's success.
Our new call logging feature can be found within a contact and deal record and within our new Activities Listing.
*** Calls can now also be created automatically as part of Email Sequences, helping you save time and keep all follow-ups on track. Learn how here: Using Email Sequences with Activities.
Let's take a look!
Logging Calls from a contact record
The Call feature enables you to quickly log and schedule activities related to a contact. This feature includes the ability to schedule a call date/time, log call duration, call resolution, completion date/time, and more. You and your team can log calls from the past, present, and for the future.
On a contact record, select "Log Activity" or "Schedule" to launch the pop-up form. Then select "Call".
The following fields will be available:
Call Name - Label your call.
Recipient Name(s) - Add contacts that are involved in the call.
Phone number - Note the best number to reach your contact(s).
Description - Outline the details of your call.
Duration (minutes) - Enter the duration of the call in minutes.
Scheduled Date/Time - Log the activity when your call will take place.
Call Resolution - Log the outcome of your call as "successful," "unsuccessful," "abandoned," or "left voicemail."
Completed Date/Time - Mark a call as complete and update "Last Contacted Date."
Assigned To - Delegate the call to a team member.
Related Deals - Associate an existing deal with your call.
Tags - Organize your types of calls into groups.
Once the call is logged, you will be able to view a list of completed and scheduled activities in the Interaction >> Activities tab. You can use the drop-down to switch to view just "Calls".
Completing a call will now update the Last Contacted Date
When a call is completed as "successful" or "left voicemail," the last contacted date field will update automatically.
Logging Calls from a Deal Record
Calls can also be logged from within a Deal record. To schedule a call, simply go to the Deal Record and select "Add Activity" >> "Call." You can now log a call that will be automatically associated with the deal.
You will then be able to view a list of completed and scheduled calls in the "Activities" sub-tab.
Tracking Completed and Upcoming Calls in the Activities Listing
Our "Activities Listing" enables you to see a list of your upcoming, completed, and pending calls.
Just visit the "Activities" tab and select "Listing."
Next to Quick Filters, select "Calls" and Nimble will display a list of your calls by Activity Date.
You may also log calls from the Activities Listing by selecting "Add Activity" >> "Call."
We would love to hear your feedback or questions about our latest feature, 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.