Nimble CRM Tips & Updates – April 8, 2026

Articles, Nimble CRM Updates

A separate “Email has Bounced” button has been added to contact records where previously an “Unsubscribed” button was used to identify either a bounce or an unsubscribe. Nice!

A clarification on unsubscribes – When first introduced, we had no options. If you unsubscribed, you “unsubscribed from all”. When categories were released, that one “unsubscribe from all” category ceased to exist other than as a legacy for those who had unsubscribed previously. Now, in order to unsubscribe from all, check off every category when creating your link.

Email verification – As a part of the $15 per month email marketing account, you also get email lists as well as the capability to verify emails. Verifying emails will cost you 2 enrichment credits each and your standard account comes with 100 enrichment credits per user per month (shared). You can buy more.

Here are some best practices …

  • If an email address has already been verified, take care not to verify it again. You will be wasting credits.
  • You can filter your email list to only show, for example, only “unknown” emails.

When an email is first placed in the list, it is “unknown”. Once you verify an email, it will return one of the following …

  • Unverified – maybe yes, maybe no, we’re not sure
  • Bounced – no explanation needed 
  • Risky – see “unverified”
  • Confident – see “deliverable”
  • Deliverable – you are good to go!

What’s the difference between unverified and risky? Hell if I know:) For my money, they are both risky and I would pass. Confident vs. deliverable? See above. I see these as both being deliverable. According to Nimble, they are expressing nuances. What those nuances are, I have no idea. I like K.I.S.S.

Workflows vs. Pipelines

In our last newsletter, we discussed workflows. How about Pipelines?  What’s the difference between the two?

  • A contact record goes in a workflow whereas a deal record goes in a pipeline.
  • A contact can be in more than one workflow at any given time. A deal record cannot.
  • Workflows have available automations. Deal records, at this time, do not.
  • A deal record is generally associated with a contact record, but it does not have to be.
  • A deal record will include specific data that can be used to create sales reports including forecasts. This data includes a projected closing date, a deal value, and a percentage chance of closing.

How about similarities?

  • Both represent a process, or the stages needed, to complete the task.
  • You can create multiple workflows and pipelines.
  • Both workflows and pipelines can contain custom fields specific to each.
  • Workflows and pipelines can work together.

About working together … A common example would be using a workflow for lead qualification. Once qualified, from within the workflow, you can simultaneously create a deal record, add it to a pipeline, and remove that contact from the workflow.

While I have clients who use both workflows and pipelines, I also have a large percentage who only use one or the other. For example, most of my consultants only use workflows. Technically, for example, stages typically found in a pipeline can be placed in a workflow or vice versa.

How about you? If you don’t care about tracking sales related figures and forecasts, a workflow will likely do what you want negating the need for a pipeline. There are other considerations, of course, but start with this as a qualifier. Questions? Contact me!

That will do it for today! Thank you again for placing your trust in my services!

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page. 

I would also be happy to connect you to a marketing professional who I know and trust or to an automated yet personalized and human-to-human LinkedIn prospecting system. Please reach out to me at craig@adaptive-business.com for an introduction!

Craig M. Jamieson

Craig M. Jamieson

Managing Member at Adaptive Business Services
Craig M. Jamieson is a lifelong B2B salesperson, manager, owner, and a networking enthusiast. Adaptive Business Services provides solutions related to the sales professional. We are a Nimble CRM Solution Partner. Craig also conducts training and workshops primarily in social selling and communication skills. Craig is also the author of "The Small Business' Guide to Social CRM", now available on Amazon!
 
Send this to a friend