Now that you've imported your contacts to Nimble, there are a few things you'll want to do to make sure they are organized into targeted list for either your outreach campaigns or to simply keep them tidy.
There are several ways to group contacts in Nimble to keep them in line. This can be done through Tags, Custom Fields, and Saved Segments.
Get started by taking a look at this video with the two main features for keeping contacts grouped:
Nimble will automatically sort your contacts into their designated filters. While in your Contacts tab, to the left, you'll see the filters below:
All Contacts - View all of you and your team’s companies and contacts.
People - View all contacts you and your team have imported.
Companies - View all companies you and your team have imported.
Marked Important - View all contacts that you have starred to mark as important.
Nimble Tip: You may sort the All, Important, People, and Company lists by Last Contacted Date, Creation Date, and Name.
Recently Viewed - See the last 30 contacts you have recently viewed.
Recently Added - View contacts that were recently added.
Recently Contacted - View contacts that were recently contacted by your team via email or social media.
**Only Public conversations are shared. Private conversations do not factor into this feature.**
Stay in Touch - View contacts you marked with the “Stay in Touch” feature. For more information about this feature, please visit the following link: Stay in Touch Feature Overview
Removed Contacts - View contacts in your trash bin and permanently deleted
Organizing Contacts With Tags
Lets start with Tags as they are the easiest way to organize your contacts right from the get-go. Tags can be easily applied upon import and can be applied from any importer in Settings >> Networks & Imports. They can also be added to a CSV import!
Take a peek at this article to learn more about applying tags: Tags Overview
Organizing Contacts With Lead Details and Custom Fields
Lead Details can be applied in-app and also in your CSV file.
Most users use Nimble for their business and for generating/nurturing leads. The Lead Details section is great because it allows you to track your progress with your lead.
Lead Type - identifies what type of lead they are. Whether it be an "Investor", "Partner" or a field you create.
Lead Source -identifies where the lead came from. Examples: "Word-of-mouth", "Walk-in", "Referral", etc.
Lead Status - identifies where the lead is in his progress with the deal. It could be anything from "Qualified" to "Proposal.
To change these lead details, simply click on "Add Type," "Add Status" or "Add Source." You may also create custom fields for your lead details.
For more information about this feature, please take a look at the following:
Nimble Lead Details Overview
To create new fields that can be applied to your contact records, use "Custom Fields" which can also be built in your Settings >> Data Fields page.
To pull a list of contacts by lead detail or custom fields, you can utilize our "Segmentation" feature.
Organizing Contacts With Saved Segments?
Our Segmentation feature allows you to take targeted actions on your contacts to help you with your outreach and organization.
Use Segmentation to separate contacts by location, interest, bio, title, education, tags, custom fields, lead details and much more after contacts are imported.
All contacts that match the set criteria will appear in a list view and you can save this segment for easy access at a later time.
Any new contacts that match this search will be automatically added to this saved segment.
Learn more about Segmentation here: Nimble Segmentation Overview
If you have any questions, please write us at email@example.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.