Overview A sales lead helps you track your sales opportunities and also represents a collection of leads for your sales opportunities. Note: This menu is only available for the Sales Pipeline template. Navigation You can create a sales lead using the following navigations: In the left navigation panel, expand the Recent Projects menu and select any project. […]
Execute
How to Add and Manage Team Goals
In this article, we will help you to understand how to add and manage team goals. Skip Ahead to: Overview Navigation Steps to Add Team Goals Default Sections in Team Goals Common Operations to Manage Team Goals Overview Set clear goals for the team – Create a plan, assign the goals to the team, and […]
How to Add and Manage Sales Contact
Overview A Sales Contact is a step in the sales process to document and store the different types of sales contacts for the organization and make information about every interaction available to everyone. Once you interact with a sales contact or any other anyone from the company and are found to be a sales good […]
How to Add and Manage Employee
Overview Fill out the employee information as the final step in the recruitment process to ensure smooth execution of Employee Onboarding. Ensure that all information, such as job location, department, working mode, and so on, is included as discussed at an early stage of the recruitment process. has been received. Note: This menu is only […]
How to Add and Manage Job Postings
In this article, we will help you to understand how to add and manage job postings. Skip Ahead to: Overview Navigation Steps to Add a Job Posting Default Sections in Job Posting Common Operations to Manage Job Postings Overview A Job Posting is the first step in the recruitment process to track the job posts […]
Defining Task Dependency
This article aims to provide a brief of defining task dependency types in Default, Simple, and Advanced Scheduling. Skip Ahead to: Overview Dependency Types How do Task Dependencies affect the Project Schedule? Steps to Link Tasks Steps to Remove Linked Tasks Overview In many projects, there are certain tasks that cannot start until another task […]
Scheduling Types
When you create a task plan in Nimble, you need to select the scheduling type for it. The scheduling options appear as per the license you are using. Depending upon your license, you might be/not be able to see all the scheduling options in the Scheduling Type drop-down list of the Task Plan. Nimble supports […]
How to Add and Manage Job Applications
Overview A Job Application allows you to plan and execute the recruitment of candidates until their joining. Collect and access candidate data and ensure that all the required data has been received. Manage your hiring process and communicate with your team. Note: This menu is only available for the Recruitment Process template. Navigation You can […]
How to Add a Digital Marketing Campaign
In this article, we will help you understand how to add a Digital Marketing Campaign. Skip Ahead to: Overview Navigation Steps to Add a Digital Marketing Campaign Default Sections in Digital Marketing Campaign Common Operations to Manage Digital Marketing Campaign Overview A Digital Marketing Campaign is created for a marketing campaign by defining target audiences, […]
How to Add a A-B Test
In this article, we will help you to understand how to add an A-B test. Skip Ahead to: Overview Navigation Steps to Define an A-B Test Default Sections in A-B Tests Common Operations to Manage A-B Tests Overview The A-B tests are used to compare two versions of a webpage or app against each other […]