What is the Smart Summary?
Nimble places all the actionable information your contacts share in one simple summary. This is not information that you hunt for and manually enter, it’s valuable data that comes right to you, displayed on the right-hand side of your contacts.
Each Smart Summary includes:
Bio
Career Background
Shared Keywords, Investments, and Interests
Kred Influence score
Company information
Connections in common
Education history
Geographic location
Example Smart Summary
Share Smart Summaries as Business Introductions
Along with our new Smart Summary is an option to share the profile directly via email.
This feature provides an easy way to introduce someone with ample context on that individual. It also provides sufficient background with which to begin a meaningful conversation, enabling Nimble users to become fabulous connectors.
To share a Smart Summary, select the "Introduce to.." button from the menu produced by clicking the three dots at the top of the contact record, and you'll be taken to an email message to send it to one of your contacts.
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.