Nimble makes it simple to collaborate with your team to share contacts, activity, messages, deals and more. Setting up Nimble is as easy as using it!
After reviewing the easy to follow configuration guide below, you'll be able to quickly setup your Nimble account and start building stronger relationships with your customers and potential prospects.
This guide is designed to be followed in the order that the configuration steps are listed. However, not all checklist items will apply to your specific business needs.
Adding Team Members to Your Account
Please Note: The Account Owner is the only Nimble user with permissions to set the following controls.
Add Licenses and Users
Visit Settings >> Users to add licenses to the account. One license in Nimble can be occupied by one user at a time.
Once you have added licenses, you will then be able to invite team members to fill those licenses. Just click "Invite Users" then enter the associates email address(es).
For full details on how to add licenses to your account, please take a look at the following: Adding Licenses and Users To Your Account
Setting Permissions and API Restrictions
When adding your team members to the account, you can set which groups they will belong to which provides them with access to certain features. Permission includes, but are not limited to, enabling users to bulk export, bulk delete, access API, configure deal's pipeline and deal privacy.
Bulk Exports Restrictions
In the Settings >> Users, grant certain users the ability to perform bulk exports
Bulk Contact Deletion Restrictions
In the Settings >> Users, grant certain users the ability to perform bulk contact deletions
API Access Restrictions
In Settings >> Users, grant certain users the ability to access the API to perform imports through 3rd party apps
Configuration Pipelines Restriction
In Settings >> Users , grant certain users the ability to modify deal pipelines
Deal Privacy Restrictions
In Settings >> Users, set deal privacy for each team member
Other permissions include:
- Manage billing, plan changes, and add-ons
- Deal pipeline management
- View/Edit Private Deals
- Manage activities settings
- Manage custom fields
- Manage groups
In Settings >> Users, determine whether events on the default Nimble Calendar should be public to all team members when viewing the Pending & History section of a contact or company record
Additional Administrator Global Account Controls
Additionally, admins can set-up Time Zone, Currency and Date Format within Settings >> My Accounts
Transfer Account Owner
This is used to assign the Administrator control to a different user (Ex.: From an Implementation Consultant to your company's Administrator or Account Owner). Once the account has been set-up, you can transfer ownership of the account to a designated member of their team
Data Migration / Import Contacts
Once your team members are added to the account, they will then be able to import their contacts and companies. It's important to note that contacts are shared as a way to work seamlessly with your colleagues. Contacts cannot be made private, however, this option is on our roadmap.
To ensure that you bring a clean list of contacts to Nimble, you may consider checking for duplicates and outdated information prior to import. If you wish to import data into custom fields in Nimble, you can add those columns and the appropriate field values to your CSV file. Custom Fields can be created upon import or before within the Settings >> Data Fields page.
Import Contacts From CSV File
In Settings >> Networks & Imports, use the “Import Wizard” to upload contacts from a CSV file
Import Contacts From Gmail and Office 365
In Settings >> Networks & Imports, use the Gmail and/or Office 365 importer to upload contacts from Office 365 or Gmail
Import Contacts From Twitter
In Settings >> Networks & Imports, use the Twitter importer to upload all Twitter contacts or just “Friends”, “Followers”, “Following” or a Twitter list
Import Contacts From Linkedin CSV
In Settings >> Networks & Imports, use Linkedin importer to upload first connection contacts from Linkedin
Import Contacts From vCard
In Settings >> Networks & Imports, use vCard importer to upload a vCard or .vcf file
Create Bidirectional Contact Sync with PieSync
In Settings >> Networks & Imports, use the PieSync integration to create a bidirectional contact sync with a 3rd party app
Connect Nimble to 3rd Party through API
In the Settings >> API Tokens page, you may generate an API token which will enable you to access your data through the API
Email, Social Networks, and Calendar Setup
Your team will be able to connect multiple email accounts to Nimble to create a bidirectional sync. Messages are automatically set to private, however, selecting the padlock icon on the connected email account will enable you to share messages with the team.
Connect Email Accounts
In Settings >> Networks & Imports, setup your personal Gmail, Google Apps, and/or Office 365 account to create bidirectional email sync
Connect IMAP Account
In Settings >> Networks & Imports, setup other email providers through IMAP. You will need your full IMAP credentials to set this up
Connect Social Accounts
In Settings >> Networks & Imports, connect your social accounts including Twitter, Facebook, Facebook Business Page, Google+, Foursquare and Instagram. Note that social account setup is not required in order for Nimble to create and update social profiles on People or Companies, but rather make possible connecting with People through one’s select social media accounts using Nimble
In Settings >> Networks & Imports, setup your calendars from Google Apps and/or Office 365 to create a bi-directional sync for events
Installing Add-ons and Browser Extensions
To productively use Nimble anywhere on the web and within your Inbox, your team can download our Nimble Contact Apps.
Install the Nimble Contacts Add-In for Outlook and Office 365
App will be embedded in an email thread with the ability to display existing contact records and import new records to Nimble
Add the Nimble Contacts App extension to your browser
The Nimble Smart contacts app can be added to Chrome, Firefox, or Edge to help you access Nimble from anywhere on the web and it also delivers powerful sales insights on potential and existing prospects. For Gmail users, the add-in automatically appears next to your Gmail threads when the Nimble Smart Contacts App is installed to your browser.
Download Nimble Mobile for Android or iOS
Organize Contacts with Tags
Creating Tags in Nimble will help your company keep your contacts organized in groups. As an example, Tags can be utilized to group People/Companies or Activities by category, industry, association, type, ownership, importance, and more.
Create Tags For People/Companies
Add Tags to any Company or Person record in the Contacts tab. Note that one set of Tags apply to both People and Company records
Create Tags For Tasks
Add Tags to Tasks in Nimble by first creating a Task and adding the Tag from there. Tags for Tasks are separate than for People/Companies.
Configure Custom Fields
Configuring Custom Fields is a key way to support specific data capture requirements that are unique to your company. Selecting Tab and Field names, field types, pick-list values, 1 or 2 column width, field position and order all have an impact on configuration ease of use and strategic value to support work flows, tracking, database segmentation, and other actions that are data driven.
Create Custom Tabs and Fields
Once you have identified the custom fields to be created. Organize them into logical groupings so that they can be displayed under Custom Tabs. This can be set up within Settings >> Data Fields.
Custom Data Fields Overview
Configure Deal Pipelines
Setting up Pipelines allows your company to track the sales cycle of a Deal. Your company can have multiple pipelines to address different sales cycles related to varying product, service, or other offerings. Pipelines can also be used to track other projects that move through stages, such as Marketing, Public Relations, and Business Development.
Visit Settings >> Pipelines to create new pipeline and add stages by taking these steps:
- Define the stage names for each pipeline.
- Define the number of days a deal should last in each stage for your pipelines.
- Define the amount ranges for each pipeline.