Happy February! Let’s get to it! First a few clarifications … Multi-value custom fields – You can actually use this feature on multiple field types! Here is an article and here is a video (click the image to go to YouTube) … Copy and Paste into the new compose window – Google Docs works far
Let’s first start with a little background. Dating back to 1977, my entire career was as a B2B sales rep or I was managing a B2B sales team. As a salesperson, I was first introduced to the predecessor of today’s Nimble CRM … the tickler file. For those who may not be familiar with this
Well now. I didn’t see this one coming. I recently turned 70 and took a bit of time before that “testing” retirement. I hated it. So now I find myself strangely energized and my creative juices are overflowing. A bit of history. I have always been an effective networker. In the past, I have owned
Welcome to 2024! Back to work:) Let’s start with the update on updates … Email message compose window Nimble has just released its new email message compose window. TGIF! This is a dramatic improvement over the previous interface. Not only is it much cleaner, it is also much more flexible in terms of styling including
Happy holidays and all the best for the remainder of 2023! Let’s get started. Hot off the press! Nimble has just released an update to its web form offering. Read about it here – Web form automations. Key features include new form submission notifications as well as the ability to automatically create contact records and,
NEW! Nimble CRM Customization Package
I have identified 20 distinct areas where we can customize your Nimble CRM account to meet your specific needs and we can do that in one to three meetings (3 hours total). I am making this package available for $450, paid in advance. This is a $525 value. A large percentage of my clients are
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