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114 results found

  1. Responsive pipeline width

    Please make the overall width of the pipeline responsive to the width of the browser.

    17 votes
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    planned  ·  3 comments  ·  Deals  ·  Admin →
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  2. Allow for importing of Deals into Nimble from other CRMs

    Allow users to import information into the Deals tab.

    Often, users will come from different CRMs and they want to bring their current opportunities and deals into Nimble for tracking.

    117 votes
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    under review  ·  15 comments  ·  Deals  ·  Admin →
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  3. Provide full-width Deals view

    Related to another card on here, but would really like the deals view to utilize the full screen-width. I keep the window open on half of my Thunderbolt display, and there's still a lot of wasted space. If I drag it to full width I get no benefit. http://cl.ly/image/01143h1a2y1G

    3 votes
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    0 comments  ·  Deals  ·  Admin →
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  4. Add "All time" and "Last Year" options to Reports and ability to remember date selections for last request

    We continually have to change the date on reports. We can have long sales cycles and multiple pipeline reports. Would really cut down on repetitive typing. Thanks.

    1 vote
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    0 comments  ·  Deals  ·  Admin →
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  5. Add the ability to import past sales history for a contact (contact, date, revenue)

    Add the ability to import past sales history for a contact (contact, date, revenue)

    1 vote
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    0 comments  ·  Deals  ·  Admin →
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  6. Add last date contacted (automatically loaded) to deals overview page

    This way you can scan down the deals list at a glance and see which have not been contacted recently.

    89 votes
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    3 comments  ·  Deals  ·  Admin →
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    under review  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    Thank you for submitting this feature request. We are currently working on finalizing our “Last contacted date” feature for Contacts and once this is rolled out, we will review whether or not we will add this to Deals.

    It definitely seems to be a useful feature so we have placed this “Under Review”. To show our Product team that this is essential for Nimble, please share this idea and have other vote for it!

    Best regards,

    Joseph

  7. Remember last used Deals view

    I almost always view Deals in List view (vs. Pipeline). Clicking "Deals" always brings up Pipeline view and I have to change to list. It would be best if the last used view was remembered and used when clicking Deals.

    1 vote
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    0 comments  ·  Deals  ·  Admin →
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  8. This is not an idea - but a loss of functionality which is quite serious in my view: On the deals tab - viewing your pipeline as a list ther

    This is not an idea - but a loss of functionality which is quite serious in my view (lost on the december update): On the deals tab - viewing your pipeline as a list there is no longer a sum of the total value of the deals. We use this to monitor our pipeline size on the fly. Please fix!

    1 vote
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    0 comments  ·  Deals  ·  Admin →
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  9. Allow sorting of Deals by Expected Date (when grouped)

    We generally use the list view for our Deals. When we select "Owner" in the "grouped by" drop-down, the Deals are sorted in seemingly random order. We would like to have the Deals sorted by Expected Date even when they are grouped.

    1 vote
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    0 comments  ·  Deals  ·  Admin →
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  10. Make the list view in Deals able to see the flow same as in the pipeline

    Make the list view in Deals able to see the flow same as in the pipeline.
    Now I can only see the stages in alphabetical order

    1 vote
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    0 comments  ·  Deals  ·  Admin →
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  11. Deals displays Profit margin

    Add a column to Deals to enter the profit margin, adding this feature to Deals would universally help all Nimble customer that use deals. good to see revenue but even better to see the profit on deals

    1 vote
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    0 comments  ·  Deals  ·  Admin →
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  12. Allow Links in Deal Information

    Nimble is currently at a slight disadvantage to competitors in that it does not allow documents to be attached to either contacts or deals. I've seen the suggestion that we could add a document url to the contact info, which is fine for contacts, because you have URL fields in contacts. But for deals this does not work, because a) there are no url fields and b) inserting a link into the notes does not automatically identify it as a url and make it clickable. It's a copy/paste affair which is not a good look.

    As a quick fix, if…

    7 votes
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    0 comments  ·  Deals  ·  Admin →
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    planned  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    Thank you for writing in and suggesting we add URLs for documents to deals in Nimble.

    As of right now, we plan to add both custom fields and document URLs to Nimble.

    Because of our planned custom fields for the Deals tab, we will likely allow users to add links in the deal information.

    Best regards,

    Joseph

  13. Attach specific emails to deals rather all correspondence with a contact.

    This is a dialogue with Garick. See below:

    Hi Reece,

     I apologize that it's taken a few days to get back to you and I

    had wanted to see if I might get a better idea as to when we might be
    able to offer such a feature upgrade. It seems that our development
    team is quite slammed at the moment and I believe we're focused on
    releasing a public API as well as mobile solutions.

     I can definitely see your point of needing to have the messages

    to be a bit more filtered and refined within the deals tab…

    72 votes
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    4 comments  ·  Deals  ·  Admin →
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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    We do not plan to change how we sync messages to Deals in Nimble at this time.

    We are currently focused on other areas of the application, and if this feature receives enough votes, we will reconsider it.

    Thank you for your feedback and support.

    Best regards,

    Joseph

  14. Adding a bi-weekly mail that asks the user to update every one and each of the deals in the pipleline.

    Often, I miss deals in the pipeline. I suggest bi-weekly mail that reminds you to update every deal either encourage you to talk to the prospect, move the deal forward or close it. But make sure the deal is not getting old in the pipleline.

    3 votes
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    0 comments  ·  Deals  ·  Admin →
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  15. allow deal notes to print on reports so the reason why won or lost is evident.

    1 vote
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  16. After Won a Lead in the sales pipeline.... what next

    After Won a Lead in the sales pipeline.... what next for the "Business Development Tracking" for the small business companies?
    1 Suggest integrations
    2 Create multiple deal pipelines
    3 Your suggestion

    1 vote
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  17. Deal Management - Exporting & Adding a "Type"

    Ability to export all deal related data for internal reporting.
    Being able to refine what data to export by, eg,
    - Owner
    - Stage
    - Type

    Type = New Business, Contract Re-Sign, Referral, Reseller
    Have the ability to change the type names and add additional entries.

    20 votes
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    7 comments  ·  Deals  ·  Admin →
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    started  ·  charlene responded

    We have half of this feature request completed.

    1) You can export your deals now!
    See: http://screencast.com/t/j30gz0ZL3b

    And you can filter which deals to export.

    2) We don’t have the field “Type” yet. Still remains a feature request.

  18. Have a better closed Deal structure

    Create frequency (e.g monthly) value of all closed (successful deals). Example I have (rep or Co. etc) have 28k p/m in revenue. It would be nice to know what the company revenues are from sales........per rep, customer etc....as some of our customers are contracted. No a one off close.

    1 vote
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  19. Include contacts associated with a Deal in the header of the Deal page

    3 votes
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  20. Can you add the ability to enter a contact or company that is not in your contacts? At a minimum, ability to quick add.

    When I enter a 'New Deal' one issue I have encountered is the inability to enter the deal if I do not have the Contact or Company in my list of contacts. The issue with this is what if the opportunity is not a current contact and I may not want to add them yet. I should at a minimum be able to add the contact/company without going back to contacts and then re-entering the Deal information I lost. Maybe consider a quick add feature at a minimum.

    1 vote
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