Nimble Fast Start Service:

Please ensure you start with a free trial. You can get one here.

Our Fast Start Program is a 6 session training series to help you and your team get Nimble customized and personalized for your business.we will assist with:

  1. Importing Contacts and Connecting Email(s)
    1. The key is starting with well-formatted and clean data from an excel spreadsheet. We will show you where to get the information and how to clean it up.
  2. Configuring Your Today Page Dashboard
    1. This will be your starting point each day as you look over your full business; your activities, your calendar events, and your deals.
  3. Nimble Smart Contacts App Workflow
    1. Contact Management and Organization 
    2. Learn to Use the Search Function, Tags and Lead Type, Lead Status and Lead Source.
  4. How to Send Group Message Campaigns 
  5. Managing Activities and Calendar Events 
  6. Deal Pipeline Management and Reporting