Getting Started with Nimble's Workflow Feature
Getting Started with Nimble's Workflow Feature

Nimble's new Workflow feature combines the power of a Kanban board for process tracking with world-class team relationship management to deliver a 360-degree view of your team's relationships. Managing contact engagement processes with spreadsheets or project management tools is not ideal because they don't connect to the people and companies that you're engaging with. Workflows enable teams across all departments to ditch spreadsheets and manage processes in a graphical board or a list view, saving time and increasing efficiency. Business teams can use the many ready-to-use Workflow templates or build custom workflows with the fields they need to manage any repeatable business process. Nimble Workflows comes with dozens of ready-to-use pre-built templates designed for common repeatable business processes in sales, marketing, customer services, finance, business development as well as vertical applications in real estate, recruiting, and more. Furthermore, contacts can be added to workflows from anywhere: inbox, web, mobile, webforms.

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