Skip to content

Jason

← Customer Feedback for Nimble

My feedback

2 results found

  1. Sync with Google Tasks

    438 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    declined  ·  31 comments  ·  Nimble » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jason commented  · 

    If you're syncing with tasks, make sure there's a way to manage and automate tasks. Ive put together a short list of some of the programs that automate tasks creation or have a template of a set list of activities based on days from last interaction or days since first interaction.

    https://help.salesforce.com/HTViewHelpDoc?id=creating_workflow_tasks.htm&language=en_US

    http://support.capsulecrm.com/customer/portal/articles/178391-what-are-tracks-and-how-do-i-set-them-up-

    http://help.insightly.com/en/what-are-activity-sets/

    https://www.nutshell.com/support/kb/process-basics.html

    http://batchbook.com/webinars/creating-a-workflow-with-batchbook.html

    http://www.infusionsoft.com/features/marketing-automation

  2. Add Activity Sets

    229 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    35 comments  ·  Nimble » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Jason supported this idea  · 
    An error occurred while saving the comment
    Jason commented  · 

    This feature exists in many CRMs. My favorite one has been either nutshell or capsule

    I put together a short list of them

    https://help.salesforce.com/HTViewHelpDoc?id=creating_workflow_tasks.htm&language=en_US

    http://support.capsulecrm.com/customer/portal/articles/178391-what-are-tracks-and-how-do-i-set-them-up-

    http://help.insightly.com/en/what-are-activity-sets/

    https://www.nutshell.com/support/kb/process-basics.html

    http://batchbook.com/webinars/creating-a-workflow-with-batchbook.html

    http://www.infusionsoft.com/features/marketing-automation

Feedback and Knowledge Base

(thinking…)