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Nimble's Templated Workflow Feature
Learn how to customize workflow templates and utilize them to build stronger connections
What is Nimble's Templated Workflow Feature
How to Use Workflows in the Mobile App
Customize Workflows and Templates
Automation for Workflow
Using Workflow's Boards and Lists
How to add contacts to your workflows
Convert a contact to a deal
Pull Reports for Workflows using Segmentation
Workflow's Bulk Actions
Using Workflows on Contact Records in Mobile
Attach Files to Workflow Cards
Nimble's Workflow Privacy Permissions