Nimble

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

Learn how to transfer, back up, and update your contact notes using CSV files.

Easily Import and Export Your Contact Notes in Nimble

Discover how Nimble helps you manage contacts and make the most of every connection — all in one place.

Your Guide to Managing Contacts in Nimble

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Contact Record Features

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Create your workspace and invite the people you work with.

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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.

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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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