Feature Walkthroughs

25 articles in this collection
Written by Nimble Customer Care and Ionia

Share Templates With Your Team

Collaborate with your team by sharing templates!

Written by Ionia
Updated over a week ago

Nimble Segmentation "Notes" Filter

Written by Ionia
Updated over a week ago

Nimble's Change Log Feature

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

Written by Ionia
Updated over a week ago

Nimble Contact Ownership Feature

Delegate contact ownership to members of your team

Written by Ionia
Updated over a week ago

How to: Send Tracked Emails with Nimble

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

Written by Ionia
Updated over a week ago

Last Contacted Feature Overview

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

Written by Ionia
Updated over a week ago

Nimble Tags Overview

Learn how to organize contacts into lists via tags.

Written by Nimble Customer Care
Updated over a week ago

Social Network Throttle Limits

Written by Ionia
Updated over a week ago

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

Written by Nimble Customer Care
Updated over a week ago

Segmentation Features

Nimble Segmentation Overview

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

Written by Ionia
Updated over a week ago

How To: Create Saved Segments with Custom Columns

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

Written by Ionia
Updated over a week ago

Contact Record Features

Attach Files to Contact Records

Easily attach files to your contact and deal records

Written by Ionia
Updated over a week ago

How to Track Your Contact's Employment History in Nimble

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

Written by Ionia
Updated over a week ago

Nimble "Click to Call" Feature

Written by Nimble Customer Care
Updated over a week ago

Nimble Prospector Enrichment Overview

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

Written by Ionia
Updated over a week ago

Stay In Touch Feature Overview

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

Written by Nimble Customer Care
Updated over a week ago

Nimble Lead Details Overview

Learn how to upload and track leads in Nimble.

Written by Nimble Customer Care
Updated over a week ago

Nimble Smart Summary

Written by Nimble Customer Care
Updated over a week ago

Nimble's Social Profile Matching

Written by Nimble Customer Care
Updated over a week ago

How do I delete a contact record?

Written by Nimble Customer Care
Updated over a week ago

Logging Notes in Nimble

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

Written by Ionia
Updated over a week ago

Custom Fields

Nimble Custom Data Fields

Capture unique information about your business using custom fields

Written by Nimble Customer Care
Updated over a week ago

Bulk Update Custom Fields Data

Written by Nimble Customer Care
Updated over a week ago

Nimble Prospector App

Nimble Prospector Browser Extension for Google Chrome

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

Written by Nimble Customer Care
Updated over a week ago

Nimble Prospector App for Safari

Written by Nimble Customer Care
Updated over a week ago