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.
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Let us show you how to log and track notes in Nimble so that you can build and maintain strong relationships with your customers.

Log Notes on a Contact:

To log a note on your contact, just click "Add Note". A pop-up form will appear where you can quickly enter/structure your notes.

Once you're done creating your note, simply click "Add Note". It will then appear under the Interactions tab  in "Notes.

​Log Notes on a Deals:

In Deals, select "Log Note" to create a note. Once saved, the note will appear under "Notes" in the deal.

​Please Note: Notes from another CRM cannot be imported to the Note field in Nimble. You can upload them through a CSV file as a custom field or when added to the "Description" field. Please see this article for more information: Nimble CSV Import Wizard

If you have any questions, please write us at care@nimble.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.