Notes are critical to closing deals and starting new business relationships. They allow you to keep track of where you left off in a conversation, promises that were made, and key details about the customer and what's important to them.
To learn more about logging notes in Nimble, please take a look at this support article: Logging Notes In Nimble
This article will cover using Segmentation to build smart searches utilizing notes.
Build Advanced Segment For Notes
To start, visit your Contacts tab and Segment Search to launch our Segmentation feature.
A segment is a group of contacts defined by the filters you select. Use the "Add Contact Filters" and "Grouping" functions to build smarter segments of your contacts. Contacts are automatically added to saved segments when they meet your criteria.
To search on notes, just click "Add Filter" and choose "Contact Notes". You'll then be presented with the following search options:
Notes - Note search based on key words
Note Created - when the note was created
Note Updated - when the note was last updated
Note Creator ID - who created the note
Now that you know how to search on the "Notes" field, you can now build smart segments that include other filters.
For example, you can pair a tagged group of contacts with a "Note Contains:" filter to locate all contacts that recently attended a conference.
Or add a filter by address with "Note Creator ID" to find out who on your team is actively engaging with customers in certain location.
To view the note after building your search, just click on the contact and underneath the Interactions tab, you or your team member's created note will appear.
Please note: The ability to export notes is on our roadmap for 2020.
If you have any questions, please write us at email@example.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.