Nimble

Collaborate with your team by sharing templates!

Share Templates With Your Team

Merge Tags for Individual and Group Messages

Periodically Sync Your Google and Outlook Contacts

Nimble Segmentation "Notes" Filter

Learn how to use the Nimble Change log to support data integrity.

Nimble's Change Log Feature

Delegate contact ownership to members of your team

Nimble Contact Ownership Feature

Nimble's Prospector App for Gmail

Learn how to send tracked emails to help you measure open & click rates on your outreach.

How to: Send Tracked Emails with Nimble

This is an overview of the Last Contacted feature in Nimble.

Last Contacted Feature Overview

Learn how to organize contacts into lists via tags.

Nimble Tags Overview

Why are some contact names in blue and others in black?

Learn how to manage, upgrade, and pay for Nimble Prospector enrichment credits.

Nimble Prospector Enrichment Credits Billing and Upgrade Details

Using Twitter With Nimble

List views in Nimble now display more information upfront, allowing you to review key details at a glance.

New Column Customization in Nimble

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Nimble Customer Care

Feature Walkthroughs

Learn how to leverage our advanced search engine to organize your contacts.

Nimble Segmentation Overview

Learn how to create segments with custom columns in Nimble with our Table Settings feature.

How To: Create Saved Segments with Custom Columns

Segmentation Features

Nimble's "New Contact Data Discovered" Notifications

Easily attach files to your contact and deal records

Attach Files to Contact Records

Nimble introduces new contact privacy feature.

Nimble's Contact Privacy Feature

Keep a detailed record of your contact's employment history with our multiple companies feature

How to Track Your Contact's Employment History in Nimble

Nimble "Click to Call" Feature

Learn more about our Nimble Enrichment feature - the simply smarter way to discover prospect details on the web or in Nimble CRM.

Nimble Prospector Enrichment Overview

Follow up in an authentic and timely manner using our "Stay In Touch" feature

Stay In Touch Feature Overview

Learn how to maintain lead fields in Nimble

Nimble Lead Details Overview

Nimble Smart Summary

Nimble's Social Profile Matching

How do I delete a contact record?

Demonstrate your commitment to building strong relationships with your customers by utilizing Notes

Logging Notes in Nimble

Contact Record Features

Capture unique information about your business using custom fields

Nimble Custom Data Fields

Bulk Update Custom Fields Data

Using Multivalue Custom Fields

Custom Fields

Learn how to use Nimble Prospector in Google Chrome to access Nimble everywhere else you work!

Nimble Prospector App for Google Chrome

Nimble Prospector App for Safari

Nimble Prospector App

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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