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Nimble's Templated Workflow Feature

Nimble's Templated Workflow Feature

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

12 articles
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Written by Ionia

What is Nimble's Templated Workflow Feature

Workflows enable teams to manage processes company-wide in graphical board and list views
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Written by Ionia. Updated over a week ago

Automation for Workflow

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Written by Ionia. Updated over a week ago

Customize Workflows and Templates

Customize your workflows and templates to get the results you need
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Written by Ionia. Updated over a week ago

Using Workflow's Boards and Lists

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Written by Ionia. Updated this week

How to add contacts to your workflows

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Written by Ionia. Updated over a week ago

Convert a contact to a deal

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Written by Ionia. Updated over a week ago

Pull Reports for Workflows using Segmentation

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Written by Ionia. Updated over a week ago

Workflow's Bulk Actions

Take bulk actions in Workflows
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Written by Ionia. Updated over a week ago

Workflows for Nimble Mobile App

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Written by Ionia. Updated over a week ago

Attach Files to Workflow Cards

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Written by Ionia. Updated over a week ago

Nimble's Workflow Privacy Permissions

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Written by Ionia. Updated over a week ago

Workflow Templates

1 article
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Written by Ionia
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