Nimble Onboarding Steps
Follow these step by step articles to complete the Nimble Onboarding checklist!
11 articles
Written by Ionia
Nimble Onboarding Video
Learn how to complete Nimble onboarding steps by watching the intro to Nimble videoWritten by Ionia. Updated this week
Nimble Onboarding Step #1 - Organize your Processes with Workflow
Written by Ionia. Updated this week
Nimble Onboarding Step #3 - Explore Contact Record
Written by Ionia. Updated over a week ago
Nimble Onboarding Step #4 - Install the Prospector Browser Extension
Learn how to add the Prospector browser extension to complete Nimble onboarding step #4.Written by Ionia. Updated over a week ago
Nimble Onboarding Step #5 - Install the Nimble Mobile App
Learn how to add the mobile app to complete Nimble onboarding step #5Written by Ionia. Updated over a week ago
Nimble Onboarding Step #6 - Connect Microsoft 365, Gmail, and other mail inboxes
Learn how to complete Nimble onboarding step #6 by connecting your email and importing contacts.Written by Ionia. Updated over a week ago
Nimble Onboarding Step #7 - Invite your team
Written by Ionia. Updated over a week ago
Nimble Onboarding Step #8 - Import your contacts
Written by Ionia. Updated over a week ago
Nimble Onboarding Step #9 - Enable Notifications
Written by Ionia. Updated over a week ago
Nimble Onboarding Step #2 - Setup Deals
Learn how to complete a deal to finish onboarding step #2Written by Ionia. Updated this week
Nimble Onboarding Step #11 - Customize Your Today Page Dashboard
Follow these steps to complete onboarding step #11.Written by Ionia. Updated over a week ago