This is an overview of three common mistakes to avoid when starting a new Nimble account.
Importing incomplete data via CSV
When you first migrate your data to Nimble, you may do so via CSV. To make sure that your data is imported correctly to Nimble, please follow the instructions in our CSV Import Wizard Walkthrough. Any missing field names or titles will result in an incomplete data import.
Having the wrong person create your Nimble team account
When you create a team account, make sure that your account creator is the person at your company that will handle all of the billing and admin-related tasks, such as adding and removing users, or restricting exports and bulk deletion of contacts. It can be cumbersome to change the account admin in Nimble, and it's best to get started on the right foot.
Importing all of your Twitter contacts
Some of you may have very large groups of Twitter contacts. If this is the case, make sure to select the specific list of contacts you wish to import from Twitter on our import setup. You may select a specific Twitter list from our drop-down choices.