Skip to main content
All CollectionsNimble Onboarding Steps
Nimble Onboarding Step #2 - Setup Deals
Nimble Onboarding Step #2 - Setup Deals

Learn how to complete a deal to finish onboarding step #2

Ionia avatar
Written by Ionia
Updated over a week ago

Create and Customize Deal Pipelines

Elevate your sales processes with deals. Deals are perfect for capturing longer sales, predictions, reports, etc. Start by creating a Deals pipeline. You can learn more about this here: Create and Manage Multiple Custom Pipelines in Nimble

In this step, you'll learn the following:

Explore Sample Data

Nimble enables you to load sample data for your Deals so that you can get an idea of what an active populated pipeline looks like.

To enable the sample data, just toggle the switch to the right.

Inspect the detailed view of a deal

This step of Deals onboarding will include a breakdown of a deal record. For full details, check out the following support article: Nimble's Deal Record Overview

Explore Reports

Reports are pulled from the deals you create. You can learn all about them here:

Sample data is provided and you may alter the filters to adjust the different graphs.

Create a deal pipeline

Create a deal pipeline from scratch or use one of our Vertical Industry Deal Templates specific to your business including Insurance, Real Estate, Automobile, Business Consulting, Financial Services, Legal Services, Non-Profit Fundraising, and Mortgage Brokers!

For more information about Deal Templates, check out the following:

Create your first Deal

After completing the previous steps, you can now create your first deal.

Learn more here: Nimble's Deal Tab Overview

If you have any questions, please write us at, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.

Did this answer your question?