Nimble
Welcome to our feature request forum! Please feel free to vote or submit a new feature you would like for Nimble.
This forum is for feature requests for Nimble to help us gauge what would help you be happier with Nimble.
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114 results found
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Create a way to turn off deals.
I don't directly sell anything, I'm more interested in CRM and relationship management. I can ignore the whole deal component, but it'd be nice to turn it off.
1 vote -
I would like to have notes visible in Deals in Pipeline and List views
Having notes visible in Pipeline and List views will help me see my Next Action notes or any other important information that needs to be top of mind
1 vote -
List view to combine deals and contacts and track status
I urgently require a tool similar to RelateIQ's list view for fundraising. Basically it allows to create deals in a table and track status in definable fields. That is a really awesome feature and I would hate to have to switch to RelateIQ. Is something like that on your Agenda already!
1 vote -
have a way of using color for the deals pipeline.
I work with several suppliers and would like to assign color to each supplier so when I look at my pipeline I can instantly see what I need to work on AND how I am doing for each supplier. I have no way of setting up the deal with this additional information right now and I think color would work.
1 vote -
Possibility to assign deal to multiple co-workers
We have a few deals that are handled by multiple co-workers. It would make things a lot easier, if we could assign a deal to multiple users, so every authorized user can change the state and details of a deal.
2 votes -
Better connect contacts and deals
Very concrete question: when I create a new activity or log in a deal and enter a contact in "Related to", why does it now show below "Pending Deals" when I go to that contact. That makes no sense. I have to include the deal manually in "Contacts involved in this deal"...which is an unnecessary additional step!
2 votes -
let team members edit deals
This seems like a pretty basic feature that people have asked for in the past. Why can't my teammates edit my deals, and vice versa?
http://support.nimble.com/customer/portal/questions/604353-letting-team-members-edit-deals
http://nimble.uservoice.com/forums/126687-nimble/suggestions/5502838-allow-other-team-members-to-change-status-of-deals20 votes -
Allow anyone to move deals in pipeline view
A user should be able to move any deal card in the pipeline view to a new column.
This feature would allow for the deal pipeline to be used in group update meetings where one user is controlling the interface while others provide updates. Currently. multiple people need to be logged in and editing their own deals.
In addition, there is no indication of deal owner in the pipeline view, so cards appear to be arbitrarily 'fixed' to a specific column, which is a confusing UX.
9 votes -
more clear UI change in "Deals"
I feel like the "pipeline" and "list" buttons should be tabs (or just a dropdown "view") to be more consistent with the accepted standards for changing a "view" option.
3 votes -
Deals: Advanced search by tags and Date Fields
Control deals is as important as controlling the clients do not understand why the feature offers nimble is still so limited. Should have at least the same features as contacts.
- Tags
- Advanced search
- Filters
- Data Fields
- Edit multiple offers at once
What does the title of this post is a suggestion, but also miss:
- Option to display the calendar Deals
- Set the Stage for Color
- Group Stages
- Define which columns are displayed
- Offer Type
Peace
3 votes -
Move the Lead Source field in the Deals record
The lead Type, Status and Source fields are now entered in the Contacts record (for a specific Deal). This is the wrong place. The source of any opportunity (aka Deal) will stay the same, but contacts change over time, especially if you have a long sales cycle.
SFDC has this one right. The lead source is attached to the Opportunity record, and then you can add people to the deal, designating them as things like Decision Maker, Influencer, etc.
You could conceivably get to the same place with your approach, but it forces you to remember to change a lot…
1 vote -
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 -
Add last modified date to all CSV exports (especially for Deals)
I'd like to be able to use Nimble to make sure we're hitting our weekly goals of outreach and I'm not sure how to accomplish that right now. We currently have all of our deals, interactions, notes, etc. in Nimble but no way to answer the question of "What's activity did we have this week?"
3 votes -
make it possible to connect logged contact notes to deals and vice versa
Notes logged in deals cannon be related/connected to contacts and/or companies eventhough these notes involve both the deal and the contact/companie. To get a complete picture i need to look in the deal notes and the contact notes to see al relevant information.
It would be helpfull if logged notes appear in all related items. This way one on note has to be logged and all information is available across all related items (Deal, Contact and Compagie)
3 votes -
elance integration
We are a software company and bid on many projects in elance.com. It would be nice if we can import the elance bid into nimble deals so we have a dashboard view of our pipeline. Thanks.
1 vote -
include email field in deal export csv
if we want to send follow up email to 40 people who buy the same deal, we can't search by deal and export so we have to export all deals and sort, but the CSV file doesn't contain the email addresses.
4 votes -
remove scroll bar from bottom of "Deals" category
I'm coming to Nimble after having used Pipedrive for deal flow management. Putting a scroll bar at the bottom is asinine considering that the full width of the screen isn't utilized. Allow users to see the full picture, even if at the expense of shrinking the information. I only have 4 columns + "close deal" and not getting the full view adds unnecessary complication to an otherwise smooth application.
4 votes -
1 vote
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Add check list to deal stages
It would be great if it was possible to add checklists of tasks to be completed before you could move a deal to the next stage.
And it would be even greater if a deal with checklists could be saved as a template for future deals.
8 votes -
I'd like to be able to close any deal
I have final check off on deals before we invoice, so I need to be able to move deals created by others in my team to Close Deal, but I can only do this with my own deals. Could I have super-powers please?
2 votes
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