Workflow's Bulk Actions

Take bulk actions in Workflows

Ionia avatar
Written by Ionia
Updated over a week ago

In Nimble's Workflow feature, you can take bulk actions such as adding multiple contacts to a new workflow, exiting contacts as successful or unsuccessful, and even converting multiple workflow contacts to deals.

To utilize these bulk actions, visit your Workflows tab and go to the List view. From here, you can select a few contacts and the Actions button will appear.

The contacts are converted to individual deals:

Additionally, you can take other actions such as Merging any duplicate contacts, exporting out of Nimble, or sending the contacts to the group messaging page.

We would love to hear your feedback or questions about our latest feature, please write us at, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.


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