The Nimble Contact Record on iPhone App gives your contact details a modern look, allowing for a less crowded, easily navigated and actionable profile. Log activities, view contact and company information, send trackable email templates, apply tags, and more — right from the contact record on your iPhone app.
This article will only cover features available on a contact record. For a complete overview of the app, click here: Nimble Mobile App For iPhone
If you have not yet installed the Nimble App on iPhone, you may do so here:
Contact Record on Mobile Overview
To access a contact, just open the IOS app and visit the Contacts tab. From here, you will see a list of your contacts. Select a contact to go to their record.
As a Nimble user, you'll benefit from a more robust contact profile, equipped with Quick Widgets and relevant contact data tabs.
At the top, is the profile card where you'll see the person's name, job title, company, and social profiles. You'll have the ability to mark the importance of the contact and set specific time intervals for how often you'd like to keep in touch with the contacts using our Stay In Touch feature.
You can also choose your privacy option with your contacts, selecting to either make the contact private to the owner or shareable to the team.
Quick Action buttons to schedule and log details such as notes, events, tasks, calls, messages, custom activities, and deals
Contact Info to learn more about your contacts; as who they are, where they work, where they are located, etc. You can click "See All" to view all data fields, including your own custom fields.
Tags to keep track of which groups your contacts belong to
Top Fields to monitor last interaction and lead progress
Smart Summary completed with your contact's experience, bio, and influence
Social Data with links to your contact's social profiles
Interactions to check your past activities with the contact
Under "Quick Nav", you will see the following options:
Interactions - enables you to keep track of your past and ongoing interactions, activities, notes, and sales opportunities
Data Fields - full details about your contacts including email, phone, address, and description, as well as custom data fields you create with relevancy to your business needs
Social Profiles - enables you to keep track of your contact's online digital footprint
Bio - see basic information about your contact's life
Clicking the three dots on top of the screen will take you to more actions where you can edit your contact, add the contact to your phonebook, share the contact with someone outside of your account or delete the contact.
Launch Edit Mode and make changes to contact fields including custom data fields.
Information in the "Data Enrichment" tab is automatically generated and cannot be altered at this time. To turn off data enrichment just visit the contact record from a web browser.
Add to Phonebook
To export a contact from Nimble to your iPhone, just select the "Add to Phonebook" option and important contact details will be exported.
To share a contact with someone outside of your database, just click the "Share Contact" option".
Delete a person with one click by choosing this option. If you happened to accidentally delete a contact, you can rest assured that Nimble does not remove contacts right away. To restore the contact, just log into your account from a web browser and access the trash bin from within the Contacts tab.
That's it for now!