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 views
Written 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 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 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