Nimble's Templated Workflow Feature

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

9 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 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 Workflows

Written by Ionia
Updated this week

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