Nimble CRM Tips & Updates - June 5 2024 - Adaptive Business Services

No new updates on Nimble since our last newsletter have been released. Of course, as Nimble is known to do, they might have sneaked something in without reporting it and I haven’t run across it … yet:) So, on to a different topic …

How to Rearrange Info Blocks on Contact Records

One of the customizations that I perform with Nimble clients is to configure the look of their contact records to rearrange data and move the most important items (to them) up higher, and/or delete boxes that are not important (to them), and/or to create custom boxes of with specific data fields including custom fields.

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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!