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8 helpful guides

Getting started

Your first day with Nhimbe

  1. Open the workspace address from your welcome email and sign in with your own account.
  2. Check your profile and ask your workspace administrator to confirm your access.
  3. Create one real customer or deal in CRM, then add a task with an owner and deadline.
  4. Invite your team through your workspace administrator. Give each person their own account.
  5. Agree where your team will keep documents, track work and review progress each week.
Link to this guide
Account access

My verification email has not arrived

  1. Check that you entered the correct email address, then check Junk or Spam.
  2. Search your mailbox for Nhimbe and support@nhimbe.space. Delivery can be delayed by your email provider.
  3. If the link has expired or the message still has not arrived, contact support with the email address used and the approximate signup time.
  4. Do not send a password, verification link or payment credentials to support.
Link to this guide
Account access

I cannot sign in to my workspace

  1. Check your workspace address. The platform control panel and your company workspace use different accounts.
  2. Check the username from your welcome email and whether Caps Lock is enabled.
  3. Use the password recovery option on your sign in page when available. Otherwise contact your workspace administrator or Nhimbe support.
  4. Tell support your workspace address and the error message. Never include your password.
Link to this guide
Sales and tasks

Keep your sales pipeline useful

  1. Give each deal a clear customer, responsible person, amount and currency.
  2. Keep the deal stage current so your team can distinguish open, won and lost work.
  3. Add a follow up task and deadline for the next customer conversation.
  4. Review overdue follow ups with your team. Won deal values do not tell you whether an invoice has been paid.
Link to this guide
Sales and tasks

Turn team tasks into reliable delivery

  1. Use a title that explains the outcome, such as Send the revised customer quotation.
  2. Assign one responsible person and set a realistic deadline.
  3. Add the information or documents needed to complete the work.
  4. Review progress and mark completed tasks accurately. Discuss overdue work before changing its deadline.
Link to this guide
Analytics

Read your analytics correctly

  1. Workspace administrators can open Analytics, then BI, to see Nhimbe Analytics.
  2. Choose creation dates. The report shows the current status of records created in that period, not their status at a past date.
  3. Win rate is won deals divided by won plus lost deals. N/A means there are no decided deals.
  4. Currencies stay separate. Won value is the value of won deals, not cash collected.
  5. Check the calculation time. Cached reports refresh within five minutes.
Link to this guide
Analytics

Build and export a report

  1. Open Report builder in Nhimbe Analytics as a workspace administrator.
  2. Choose Deals or Tasks, then creation month or current status as your grouping.
  3. Choose a date range of up to 366 days and select Build report.
  4. Use Download CSV to save the aggregated results. The file includes the dates and calculation time.
  5. Bookmark the page to reuse its settings. Store exports carefully and only share them with authorised people.
Link to this guide
Support

Report a problem so we can investigate

  1. Write down your workspace address, the page or feature and when the issue happened.
  2. Explain what you tried, what you expected and what happened instead.
  3. Include the exact error text. If you attach a screenshot, hide customer details and other sensitive information.
  4. Tell us whether the issue affects only you or other people in the workspace.
  5. Send these details through one of the support channels below. Never include passwords or full banking details.
Link to this guide

Talk to Nhimbe

Include your workspace address, what happened and the time of the issue. Keep passwords and payment credentials private.

Email supportWhatsAppCall +263 78 417 0886

support@nhimbe.space