In Nimble, you can export your contacts, activities and deals to a CSV file that is delivered to your Inbox. An activity export includes Tasks, Logged Calls, Events and Custom Activity Types.
Visit your Contacts tab and select the contacts you want to export (either by a tag or by a filter)
Click the Select All box at the top. If you have more than 30 contacts, make sure you select ALL of the contacts.
Note: The "Select ALL ###" option is available for People, Company, Recently Added filters, saved segments and tags.
At the top, select Export >> Export CSV
Nimble will email you your exported contacts in a CSV file
Go to the Deals tab >> List view
Select "Export Deals"
Select specified deal information
Confirm, and you will receive the export via email
Available export options:
Visit the Activities tab then choose "List
Select the "Export" button and a pop-up window will appear. You will see the exact input of starting and ending date range at pop-up
Select your date range, then click "Export"
Nimble will deliver a CSV file with your exported activities right to your inbox.
Please note: Contacts and deals exports can only contain data that can be changed in the "Edit" page of a contact or deal record. We are not able to export notes or email correspondence at this time.
If you have any questions, please write us at firstname.lastname@example.org, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.