Nimble's Templated Workflow Feature
Learn how to customize workflow templates and utilize them to build stronger connections
12 articles
Written by Ionia
What is Nimble's Templated Workflow Feature
Workflows enable teams to manage processes company-wide in graphical board and list viewsWritten by Ionia. Updated over a week ago
Automation for Workflow
Written by Ionia. Updated over a week ago
Customize Workflows and Templates
Customize your workflows and templates to get the results you needWritten by Ionia. Updated over a week ago
Using Workflow's Boards and Lists
Written by Ionia. Updated this week
How to add contacts to your workflows
Written by Ionia. Updated over a week ago
Convert a contact to a deal
Written by Ionia. Updated over a week ago
Pull Reports for Workflows using Segmentation
Written by Ionia. Updated over a week ago
Workflow's Bulk Actions
Take bulk actions in WorkflowsWritten by Ionia. Updated over a week ago
Workflows for Nimble Mobile App
Written by Ionia. Updated over a week ago
Attach Files to Workflow Cards
Written by Ionia. Updated over a week ago
Nimble's Workflow Privacy Permissions
Written by Ionia. Updated over a week ago