Nimble

Workflows enable teams to manage processes company-wide in graphical board and list views

What is Nimble's Templated Workflow Feature

How to Use Workflows in the Mobile App

Customize your workflows and templates to get the results you need

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

Ionia

Learn how to customize workflow templates and utilize them to build stronger connections

Nimble's Templated Workflow Feature

Track the progress of your leads as they advance from one stage to the next

Nimble's Lead Qualification Workflow

Workflow Templates

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