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
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,
We do have some interesting Nimble CRM news to report. First an update on some previously reported upcoming features (please note that, from experience, expected target dates are frequently changed) … I’m told to expect deal automations this quarter. Email filtering in deals has been delayed due to the focus on automations (although I am
Lots of Nimble CRM news to report this month! Email reply reminder notes – Reply reminders were literally rolling out when I sent the last newsletter so here are some updated resources … Article. Video. Other quick notes … You can select how long to wait for a reply Reminders can only be applied to
We do have a few minor updates to report on Nimble CRM. All Deals Listing – This is kind of an interesting feature. You can get a listing of all deals in all pipelines, but you also have the ability to filter certain fields in that list. I think that these may be the search
