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Getting Started With Nimble (For Teams)
Ionia avatar
Written by Ionia
Updated over a week ago

Nimble makes it simple to collaborate with your team to share contacts, activities, 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 set up 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 permission 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 associate's 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. Permissions include, but are not limited to, enabling users to bulk export, bulk delete, access API, configure the 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

Share Events 

In Settings >> Users, determine whether events on the default Nimble Calendar should be public to all team members when viewing the Interactions 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 the Linkedin importer to upload the first connection contacts from Linkedin

Import Contacts From vCard

In Settings >> Networks & Imports, use vCard importer to upload a vCard or .vcf file

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, set up your personal Gmail, Google Apps, and/or Office 365 account to create bidirectional email sync

Connect IMAP Account

In Settings >> Networks & Imports, set up 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, and Facebook Business Page.  

Note that social account setup is not required in order for Nimble to create and update social profiles on People or Companies, but rather makes it possible to connect with People through one’s select social media accounts using Nimble

Connect Calendars

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 Prospector Apps.

Install the Nimble Prospector App for Outlook and Office 365 

The 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 Prospector App extension to your browser

The Nimble Prospector app can be added to Chrome, Firefox, or Edge to help you access Nimble from anywhere on the web. 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 Prospector App is installed on your browser. 

Download Nimble Mobile for Android or iOS

Nimble’s mobile application gives you a powerful sales and relationship management solution while you’re out of the office. Add it on iTunes or Google Play

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.
Tasks Overview

Configure Custom Fields 

Configuring Custom Fields is a crucial 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 workflows, 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 products, services, or other offerings.  Pipelines can also be used to track other projects that move through stages, such as Marketing, Public Relations, and Business Development. 

Setup Pipeline

Visit Settings >> Pipelines to create a new pipeline and add stages by taking these steps: 

  1. Define the stage names for each pipeline.

  2. Define the number of days a deal should last in each stage for your pipelines.

  3. Define the amount ranges for each pipeline. 

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. 

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