The Nimble Contact Record gives your contact details a modern look, allowing for a less crowded, easily navigated, and actionable profile.
The UI scales to your browser screen size for a more intuitive perspective on the people who matter most to your company. Log activities, view contact and company information, scan social signals, send trackable email templates, apply tags, and more -- right from the contact record.
As a Nimble user, you'll benefit from a more robust contact profile, equipped with reorderable Quick Widgets and relevant contact data tabs.
At the top, is the profile card where you'll have the ability to mark the importance of the contact and set specific time intervals for how often you'd like to keep in touch with the contacts using our Stay In Touch feature.
Widgets can be reordered so you're seeing what's important to you at the top of the profile. Just click the ellipsis icon and choose "Reorder Left Panel Widgets". You can now drag and drop the widgets or even hide them.
Quick Action buttons to schedule and log details such as notes, events, tasks, calls, messages, and other custom activity types
Contact Info to learn more about your contacts; as who they are, where they work, where they are located, etc
Tags to keep track of which groups your contacts belong to
Lead Details to monitor last interaction and lead progress
Smart Summary completed with your contact's experience, bio, and influence
You can also find missing contact details by utilizing the "Search for Contact Info" More details here: Nimble Prospector Overview
Contact Data Tabs
Interactions- enables you to keep track of your past and ongoing interactions, activities, notes, and sales opportunities
Data Fields- full details about your contacts including email, phone, address, and description, as well as custom data fields you create with relevancy to your business needs
Company Info- delivers company insights including employees, when the company was founded, revenue, company type, industry, and much more
Workflows- enables you and your team to track all of your most important processes using templated workflow templates
Social- enables you to keep track of your contact's online digital footprint
Integrations- embed webpages within Nimble with Quick Lookups
Files- keep track of all files pertaining to your contacts from OneDrive, Google Drive, Dropbox and uploads from your computer
You can also set a primary type for your data fields. For example, if you have multiple work email addresses, you can choose which is the primary address.
In addition to all the new changes, we've made the process of scheduling and logging data quick and easy with new popup forms.
Now you can have one form open for scheduling a follow-up reminder while also logging a sales opportunity -- all from one page. Collapse and expand without losing the information you’re typing in.
You are now able to inline edit items in the Data Fields tab. This means less clicks and much faster results.
Additionally, all editable fields are now viewable even if they haven’t been filled out yet. See all editable fields in one view. This makes it much easier to update and save all possible contact information.
If you have any questions, please write us at firstname.lastname@example.org, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.