The Nimble app for iOS combines your phone’s contacts and calendars with our rich Nimble people and company insights. The app amplifies your workflow by giving you visibility into contact details, activities, deals, and follow-up reminders — all from your mobile device. The app can be taken with you anywhere you go so that you never miss a beat with engaging a contact and logging important data.
You can also use our mobile app to deliver contact and company insights you’ll need to be effective for every meeting!
Table of Contents:
How to Install
The IOS App is available for download on the App Store!
With this app, you can:
Access your Nimble account with full contact details and related tasks, events, deals, notes, and other activities
Email and Twitter conversations are synced directly to mobile contact records.
Task, Call, and Event reminders are sent right to your phone
Use the "Share via" feature to build new contact records on the fly and lookup existing records
Nimble Mobile App Overview
This article will cover all the features offered in each tab. To learn more about a Nimble contact record, please check out the following:
After you have installed the Nimble App to your iPhone, open it and you'll see five main tabs which are detailed below:
Agenda tab
The Agenda tab will display all events, tasks, and other custom activity types in a list view. If you have connected your Outlook or Google calendars to Nimble, the events from these calendars will display here along with the events from your mobile device.
To add a task, event, call, or custom activity, just click the plus icon. Nimble will launch a form to fill out and you can associate contacts, deals, tags, select the due date or assign the activity to another team member.
Click the filter icon to turn specific calendars off and on or to filter your activities.
Tasks Tab
This is a separate tab that'll only display tasks by due date. You'll also be able to view a list of "Upcoming", "Completed", "Starred", and "Delegated" tasks. All tasks related to contacts are linked so you can jump from a task to a contact's details with one click.
Contacts tab
This tab will display all of your contacts in a list view. You can search for contacts and also pull up groups of contacts by categories, saved segments, and tags.
Segmentation is not included in the mobile app at this time.
To add a new contact or company, just click the "+" icon at the top.
You can also sync contacts to Nimble within Settings. Just click the "More" tab and select "Contacts".
From here, you can import all contact records or if your contacts are organized into groups on your iPhone, you can choose a specific group to sync. You can also click "Edit Sync Tags" and apply Tags to all imported contacts so that they are organized right from the beginning.
Nimble syncs your phone contacts periodically or manually from the mobile app to your Nimble contact database.
Sync Periodically - We sync your mobile contacts to Nimble whenever you launch the app from your phone.
Sync Now - Select this to manually sync your contacts to Nimble. The “Last Sync” date will appear after you perform your sync so you know when the last time occurred.
This is a one-directional sync from your iPhone to Nimble. We will not populate your phonebook with any Nimble contacts. All contacts synced from the phone will be public to your team.
Deals tab
This tab will display all of your active, stuck, and completed Deals in a list view. You can also create a new deal by clicking the "+" icon at the top.
If you have multiple pipelines, you can switch to a different one by clicking the filter icon at the top and then selecting "Pipeline". You will also see the options to filter all Deals by Assignee and Status.
iOS Share Menu
The iOS Share Menu is a system menu that is accessible in many of your iPhone apps, including Safari, Chrome, LinkedIn, Mail, Calendar, and others. We added support for Nimble on the Share Menu to let you use Nimble's social search to build new contact records on the fly and to also look up existing records!
Here's an example of using the IOS Share Menu on LinkedIn:
By selecting the dots and then "Share via...", you can launch the Nimble app to build a Live Profile or load an existing Nimble profile.
To learn more about using this feature with other apps, please check out our support article: Using the iOS Share Menu with Nimble Mobile
More Features
Receive Notifications on all your calendar events, tasks, calls, and custom activities by enabling notifications in settings. When you set alerts for activities, Nimble will deliver a notification either before the activity or at a custom time during the day depending on what you have set up in your settings.
To set this up, just click on "More" and choose Settings >> Notifications
From here, you can set alerts to appear 5, 10, 15, 30 minutes, or 1-2 hours before an activity or choose a specific time during the day to receive notifications for all-day events and due tasks. You can also choose to enable a "Follow-up" notification after the event.
Scrolling down, you'll also be able to set notifications for messages. Nimble enables you to track open/clicks for your messages. To receive a notification on your phone each time a person has opened a message, just enable "Message opens/clicks".
We'll also display a list of recipients opening/clicking your message on the "Email Tracking" page. Clicking the filter icon will give you the option to display just single messages, group messages, or only muted messages.
That's it for now.
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.