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Category Archives: Nimble CRM Updates

Home / Archive Category: Nimble CRM Updates

Nimble CRM Tips & Updates – November 2023

Nov 1, 2023Craig M. JamiesonArticles, CRM, Nimble CRM UpdatesNimble CRM

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

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Nimble CRM Updates – October 2023

Oct 4, 2023Craig M. JamiesonArticles, CRM, Nimble CRM UpdatesNimble CRM

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

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Nimble CRM Updates Workflow and Deal Listing Options

Aug 23, 2023Craig M. JamiesonArticles, CRM, Nimble CRM UpdatesNimble CRM

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

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