Nimble

Our Today Page gives you a dashboard with clear, customizable views of your pipelines, activities, email tracking, and more.

Nimble Today Page Overview

Learn how to customize your Today Page cover photo and company branding.

Customize Your Company Branding and Cover Photo

Nimble's Deals Widgets For Today Page

Nimble Today Page: Revenue Forecast Widget

Nimble Today Page: Deals Won Over Time Widget

Nimble Today Page: Deals Progress Widget

Nimble Today Page: Pipeline Funnel Widget

Nimble Today Page: Lost by Stage Widget

Nimble Today Page: Deals Lost by Reasons Widget

Learn how to use the Email Tracking widget to get the status of your individual and group email marketing campaigns

Today Page: Email Tracking Widget

Today Page: Call Logging Widget

Learn how to set up and use the Stay in Touch widget on your Today Page dashboard.

Today Page: Stay in Touch Widget

Today Page: Contacts List Widget

Nimble Today Page: Upcoming Deals Widgets

Learn how to see all of your sales opportunities on a simple timeline to know exactly where you need to focus your efforts.

Nimble Today Page: Revenue By Pipeline

Learn how to plug relevant keywords to surface potential prospects

Today Page: Highlighted Contacts

Ionia

View all of your upcoming activities on your Today Page Dashboard

Today Page

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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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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.

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

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

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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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