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Tag Archives: Nimble CRM Tips and Updates

Home / Posts Tagged: Nimble CRM Tips and Updates

Nimble CRM Tips & Updates – July 22, 2026

Jul 22, 2026Craig M. JamiesonArticles, Nimble CRM UpdatesNimble CRM Tips and Updates

We have one new update to report. AI context has been added to settings. This will allow you to tell Nimble about you and your company and this information can then be used, pulled, in order to create more personalized messages. This is huge as previously, it was necessary and smart to place this information

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Nimble CRM Tips & Updates – July 8, 2026

Jul 8, 2026Craig M. JamiesonArticles, Nimble CRM UpdatesNimble CRM Tips and Updates

I am only aware of one new update since our last newsletter. You can now export your email lists and I was just working with a client and came up with an interesting application. Note that, at least at this time, you are only able to export your total list. The export file includes full

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Nimble CRM Tips & Updates – June 17, 2026

Jun 17, 2026Craig M. JamiesonArticles, Nimble CRM UpdatesNimble CRM Tips and Updates

Well, I was getting ready to report … nothing new and give both of us a break:) Then, as I was poking around, I noticed one thing … Looking at group messages, I see a new menu item for tags. Let’s explore this a bit. You have always had the ability in group messages to

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Nimble CRM Tips & Updates – June 3, 2026

Jun 3, 2026Craig M. JamiesonArticles, Nimble CRM UpdatesNimble CRM Tips and Updates

We have a few new updates to report so let’s get to it!  Activities are now a part of sequences The first is that the ability to add activities (tasks, calls, events, etc.) to sequences has been released! What this means is that you can now integrate activities at any time within your sequences. This

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Nimble CRM Tips & Updates – May 20, 2026

May 20, 2026Craig M. JamiesonArticles, Nimble CRM UpdatesNimble CRM Tips and Updates

Web chat and web form reporting have an entirely new interface and they are awesome! Both employ a 3-column format.  Column #1 lists all form submissions or chats.  Column #2 gives you the expanded view of the submission or chat selected.  Column #3 is the vertical format of that person’s contact record where you can

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Nimble CRM Tips & Updates – May 6, 2026

May 6, 2026Craig M. JamiesonArticles, Nimble CRM UpdatesNimble CRM Tips and Updates

We do have one new imminent update to report. A month or two ago, Nimble added an HTML compose block to design templates. Now, they have also created a series of HTML templates for your use along with an HTML viewer. Coming soon! The bigger picture here is, and I am not a graphics guy,

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