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114 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 1 vote
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  10. 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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  11. 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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  12. 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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  13. 3 votes
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  14. 1 vote
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  15. Add the concept of Products to deals

    Pipedrive lets you pre-define a set of products, and even product variations with different price points, so you can then quickly add these to a new deal. If you deal in a fixed range of products (as opposite to customised deal sizes), then this makes the deal workflow a lot slicker. Please consider adding this to Nimble

    7 votes
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    under review  ·  1 comment  ·  Deals  ·  Admin →
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  16. Deals Report with Contact Information

    Would like to be able to print out my active deals and have the client contact number listed on the report so I can quickly run through the list. Also Add Deals to the mobile App

    1 vote
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  17. When there is no avatar available on the pipeline page for a given deal, fall back to a generic icon

    Right now, when viewing the pipeline for the whole team, I see a broken image icon in the upper right of each deal box (pipeline view). Presumably this is because no avatar is available. Instead, show a generic avatar and perhaps a way to upload an image?

    1 vote
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  18. Deal amount breakdown to show total deal worth vs amount owed

    I would like to see a total deal amount vs. amount owed with a deadline on payment.

    I could easily see an overview of how many deals in my que for a total amount in a specific time AND also see the outstanding amount if any for current deals with deadlines.

    I could greatly forecast budget and staffing concerns with this information.

    3 votes
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    declined  ·  0 comments  ·  Deals  ·  Admin →
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  19. Nimble look and feel

    The pipeline view of the deals is cut off after several stages, it looks as if Nimble does not support the whole length of the screen. So after 4-5 stages there is no view anymore...I would prefer that Nimble has a flexible screen view.

    4 votes
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  20. Deals,Stages and Expand Number of Days in each Stage

    We are in the construction industry and most of the projects we work on take longer than 90 days to move into another stage. We have sales cycles that sometimes last 2-3 years from the time we provide a quote to the client until we close a deal. It would be great to have the number of days in each stage have the capability to be 3 digits instead of the current 2 digits.

    2 votes
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