Contact & data model — found from sitemap — Nimble

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Facts read from this source

• Quick widgets reorderable Report an error

  “Widgets can be reordered so you're seeing what's important to you at the top of the profile. Just click the ellipsis icon and choose "Reorder Left Panel Widgets". You can now drag and drop the widgets or even hide them.”

• Quick action buttons Report an error

  “Quick Action buttons to schedule and log details such as notes, events, tasks, calls, messages, and other custom activity types”

• Stay in touch Report an error

  “set specific time intervals for how often you'd like to keep in touch with the contacts using our Stay In Touch feature”

• Tabs interactions Report an error

  “Interactions- enables you to keep track of your past and ongoing interactions, activities, notes, and sales opportunities”

• Tabs data fields Report an error

  “Data Fields- full details about your contacts including email, phone, address, and description, as well as custom data fields you create with relevancy to your business needs”

• Tabs company info Report an error

  “Company Info- delivers company insights including employees, when the company was founded, revenue, company type, industry, and much more”

• Tabs workflows Report an error

  “Workflows- enables you and your team to track all of your most important processes using templated workflow templates”

• Tabs social Report an error

  “Social- enables you to keep track of your contact's online digital footprint”

• Tabs integrations quick lookups Report an error

  “Integrations- embed webpages within Nimble with Quick Lookups”

• Tabs files Report an error

  “Files- keep track of all files pertaining to your contacts from OneDrive, Google Drive, Dropbox and uploads from your computer”

• Primary data field Report an error

  “You can also set a primary type for your data fields. For example, if you have multiple work email addresses, you can choose which is the primary address.”

• Watched email Report an error

  “When sending messages, you can even set reminders now using Nimble's Watched Email feature. You can utilize this feature when visiting your contact record, Message tab, deal record, and/or Prospector App.”

• Inline editing Report an error

  “You are now able to inline edit items in the Data Fields tab. This means less clicks and much faster results.”

• Search for contact info Report an error

  “You can also find missing contact details by utilizing the "Search for Contact Info"”

• Smart summary Report an error

  “Smart Summary completed with your contact's experience, bio, and influence”

• Onboarding sessions Report an error

  “join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT”

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