Nimble's Templated Workflow Feature

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

10 articles in this collection
Written by Ionia

What is Nimble's Templated Workflow Feature

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

Written by Ionia
Updated over a week ago

Customize Workflows and Templates

Customize your workflows and templates to get the results you need

Written by Ionia
Updated over a week ago

Using Workflow's Boards and Lists

Written by Ionia
Updated over a week ago

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 Workflows

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

Workflow Templates

Nimble's Lead Qualification Workflow

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

Written by Ionia
Updated over a week ago