Nimble

Track all of your sales opportunities on multiple kanban boards and list

Nimble's Deal Feature Overview

Create Multiple Custom Deal Pipelines

Vertical industry Deal Templates that enable sales team to sell better!

Nimble's Deal Pipeline Templates

Using Deal's Pipeline and Lists

How to add contacts to your Deals pipelines

Nimble Deal Record Overview

Move a deal to a different pipeline

Learn how to manage Deal privacy settings in your Nimble Business account.

Deal Privacy Overview

Changing Deal Currency

Nimble's Deal Tags

Deal Custom Fields

Easily sort and filter your deals in List view

How to Sort and Filter Deals in Nimble

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Nimble Customer Care

Nimble's Customizable Deals Feature

Nimble's New Deals Reporting Feature

Create and manage your dashboards

Learn how to get the most out of Nimble’s reports tab features

Exploring the Reports Tab in Nimble

Nimble's Deal Reporting 

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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.

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.

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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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