Nimble understands the importance of keeping your data up-to-date while tracking all relevant information associated with your contact.
This is why we've introduced the ability to add multiple companies to contact records. You can now maintain an accurate and consistent list of data over its entire lifecycle as your contact progresses from one job to the next.
Whether you're a recruiter or you'd like to keep track of your contact's employment history, second job, nonprofit affiliations, or even side hustles, the ability to add multiple companies has got you covered!
Adding another company
To add another company, visit the contact record and click either the "Edit" button or the "Data Fields" sub-tab.
Once in Edit mode, you will see the option to "Add Company". Click this and enter the name of the company and the job title.
You can also choose the time period in which the contact worked at the business and whether this is their primary place of business.
Choose a time period:
Choose the primary company:
Once you are ready, click "Save".
The details are now saved under the Data Field sub-tab as well as the "Employment" section on the left side of the page.
Importing Multiple Company Records
Multiple companies can also be imported to Nimble through a CSV file. In your CSV file, label your column headers "Company Name 1", "Company Name 2", etc.
You can also indicate which is the primary company by naming the column "Company Name (primary)". The job title column header should display as "Employment Title 1", "Employment Title 2", etc.
To indicate the person's start and end date, name the column header "Employment Start Date" or "Employment End Date".
If named accordingly, the columns will map automatically to the field name during import.
You can also manually map these fields during the import process.