Nimble's Today Page feature is now available on Android and iOS. The Today Page provides an intuitive, high-level dashboard that displays the pulse of your business to help you take smarter actions. Now this can be viewed while on the go.
To start: Download the apps. You may download the apps here:
For a full overview on the Today page on the web, take a look at the following:
Once the app is downloaded, go to the Agenda tab. The Today page will already appear.
You'll see the following Today page options:
Upcoming Tasks
Overdue Tasks
Email Opens/Clicks
Web Form Responses
Stuck Deals
Stuck Workflow Contacts
A number indicating the amount of notifications will appear next to each one.
Upcoming Tasks
The Upcoming Tasks section will display all of your scheduled tasks.
You can mark tasks as complete, update existing tasks, and create new ones. Additionally, you can view your Completed, Starred, and Delegated tasks.
Overdue Tasks
The Overdue Tasks section will display all tasks that have passed their due date.
You can mark tasks as complete, update existing tasks, and create new ones. Additionally, you can view your Completed, Starred, and Delegated tasks..
Email Opens/Clicks
Track message opens and clicks on the go. Nimble provides a list of all sent messages with open and click tracking enabled.
Web Form Responses
Web Forms is one of our latest mobile features. Now you can view the results of your web form responses right from the Today page. For more details on web forms, take a look at the following: Nimble Web Forms on Mobile
Stuck Deals
The Stuck Deals section will display a list of deals in each pipeline that have stalled at a particular stage. You can choose to advance these deals through the app or mark them as Won or Lost.
Stuck Workflow Contacts
This section will display a list of your stuck contacts in each workflow, allowing you to either advance the contact to the next stage or exit them as Successful or Unsuccessful.
Several new features for the Today Page are coming soon to mobile. Our team will update this support article once they are released.
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.