Nimble's Message tab enables you to see all of your messages from your connected email accounts in one unified Inbox.
If you haven't connected your email accounts yet, visit your Settings >> Networks & Imports to do so. This article will walk you through the steps: Get Started: Connecting Your Email and Social Accounts To Nimble
You can connect as many email accounts as you need from any email provider. This could be Microsoft 365, Google Apps, Personal Gmail or IMAP.
Table of Content:
Email Thread:
Once your email accounts are connected, you will see them in your Message tab.
Click on a message to view the entire thread. You will be able to Reply, Reply All, and/or Forward the Message.
You can also set reminders now using Nimble's Watched Email feature. You can utilize this feature when visiting your Message tab, contact record, deal record, and/or Prospector App.
With this feature, when you send a message or come across an email that requires your attention in the future, you can set a reminder and it will be copied to Watched Email where you can better manage your response and send timely responses.
You can also delete the message and create a task to remind yourself to follow-up with the contact.
Contact Widget
To the right, you will see all contacts involved in the email thread. Clicking on the contact will show you their full contact record if they are an existing contact. If not, you will have the option to add them to your Nimble database.
Email Tracking
Tracking stats are also available. When you send a tracked message from Nimble, we will keep track of the open and click rate in Tracking.
Send a Message
To send a new message, choose "New Message" at the top then click "Email".
You'll be able to compose a new message and choose from one of your existing templates. Messages can be tracked for opens and clicks.
You also have the option to us our font editor to personalize your message. When attaching files, you can quickly find and attach the last 10 email attachments.
Message Sync
Message sync automatically to your Nimble account and depends on your active Nimble session. If you are active in Nimble, messages will sync faster.
If you are not seeing new messages in your Inbox, click "Refresh" at the top to force sync.
If this does not work, visit your Settings >> Networks & Imports, locate your connected email account and ensure there are no error messages. You will see a red triangle if there is an error. In this case, click "Actions" then choose "Refresh credentials".
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.