Contacts in Nimble store data, notes, and interactions with the people you and your team engage with, helping you manage relationships and grow your business efficiently.
Chapters:
After completing this step, you'll understand how to do the following:
Add new contacts to Nimble
Learn contact profile layout
Discover contact data by name and company domain
Learn how to create and utilize contact segments
Personalize Contact Table Layout
Get started with your first contacts
You can create contacts manually, upload them via a CSV file, or sync them directly from Google Workspace or Microsoft 365:
Explore Contact Records
Each contact record in Nimble gives you a complete view of your relationship, including contact info, social profiles, communication history, notes, tasks, deals, and associated workflows - all stored in one place.
To learn more about contact records in Nimble, take a look at the following: Nimble contact record overview
Discover Verified Emails & Contact info
Discover verified emails & contact info with the Nimble Enrichment contact look-up feature by visiting a contact record in Nimble to autocomplete the contact details such as email address, job title, social profiles, phone number, and company location. This feature is also available in our Nimble Prospector App
How to complete this step:
Go to a contact record and select "Search Contact Info"
Complete the record with contact information and select "Save Data" to complete this step.
Learn more about Nimble Enrichment workflows on our FAQ.
How to Create a Tagged Contact List
Select the Contacts in the List
Select 'Add tags' from the top of the list
Type the name of the tag and press 'add'
That's it!
Learn more about Nimble tags in our support article: Nimble Tags Overview
Customize Contacts Table Layout
Click "Configure Table" in the right corner, then select "Custom" under "Field List"
To rearrange fields, drag the reorder icon up or down. You can also add filters to your custom list or remove fields by unchecking them and clicking the trash can icon. Find more on our FAQ.
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.