Attaching Documents to Contacts

To attach files to a Contact, go to a specific contact record, and click on the "File" sub-tab and select "Dropbox"
There you can sign in to Dropbox, view, and select your files.

Your files will appear in the Files sub-tab, along with a timestamp, the date, and the name of the person who added them.

Attaching Documents to Deals

You can also attach documents to a Deal.

First, go to the deal record and click "Add File". You'll then be able to choose to upload files from Dropbox.

Next, sign in and choose your files (you can select multiple files) from the pop-up window.

This is a feature provided with our core product, free of charge. As with previous Nimble integrations, the Dropbox integration highlights Nimble's ability to keep all communication and documents related to a contact or deal in one place for easy viewing.

You can also attach files from Microsoft OneDrive, Google Drive and from your computer.

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.