Workflows are a unique Nimble feature that organizes your contacts in stages and boards to never lose track of important deals and prospects.
In this step, you'll learn how to:
Build a workflow for your business
Add contacts to a workflow
Learn how to customize workflows
Start with loading Sample Data by toggling the switch to the right:
We'll help you get started by creating a sample lead pipeline with example contacts:
Inspect the structure of a lead pipeline
This step of the Workflow onboarding will walk you through the lead pipeline layout, including the board and list views, along with workflow cards:
For full details, check out the following support article: Customize Workflows and Templates.
Create your own Workflow
Now that you’ve completed the previous steps, it’s time to create your own workflow and move forward with your leads! You can start from scratch or select a template designed to fit your specific business needs:
We would love to hear your feedback or questions about our latest feature, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.