This is an overview of how to log notes on contacts and deals in Nimble.

Please Note: If you are trying to import notes from another CRM, you will need to upload it through the "Description" field in a CSV file. Please see this article for more information: Nimble CSV Import Template

Log Notes on a Contact:

  1. Open a contact record, and select “Add Note.” Click “Save” after typing your note.
  2. Select "Show more options" to relate your note to multiple contacts.
  3. Once your note is saved, it will appear under the "Pending and History."


Logging notes on Deals:

  1. In a deal, select "Log note" to create a note.
  2. Click Save, and it will appear under "Notes" in the Deal.

If you have any questions, please send us an email at care@nimble.com or join us for our Q&As Monday - Friday from 9AM - 9:30AM PT. Register here:http://www.nimble.com/company/webinars/

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