Nimble Onboarding Steps

Follow these step by step articles to complete the Nimble Onboarding checklist!

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11 articles in this collection
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Nimble Onboarding Step #1 - Watch Intro to Nimble

Learn how to complete Nimble onboarding step #1 by watching the intro to Nimble video
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Updated over a week ago

Nimble Onboarding Step #2 - Organize your Processes with Workflow

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Nimble Onboarding Step #3 - Explore Contact Record

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Nimble Onboarding Step #4 - Install the Prospector Browser Extension

Learn how to add the Prospector browser extension to complete Nimble onboarding step #4.
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Nimble Onboarding Step #5 - Install the Nimble Mobile App

Learn how to add the mobile app to complete Nimble onboarding step #5
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Written 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.
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Nimble Onboarding Step #7 - Invite your team

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Nimble Onboarding Step #8 - Import your contacts

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Nimble Onboarding Step #9 - Enable Notifications

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Nimble Onboarding Step #10 - Setup Deals

Learn how to complete a deal to finish onboarding step #10.
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Nimble Onboarding Step #11 - Customize Your Today Page Dashboard

Follow these steps to complete onboarding step #11.
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Written by Ionia
Updated over a week ago