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114 results found

  1. 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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  2. 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

  3. 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

  4. Add Deals from Email Message

    Suggest by: Graham Robson

    It does not seem possible to create a deal from the Email message screen, only a task. It would be more efficient to be able to do this from the perspective of an email context.

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

    Hi,

    At the current moment, we do not have plans to include the feature to create a deal from an email message.

    Instead, you can go to a contact record and select “Assign Deal” to create a deal from this view.

    Please see our screenshot here for an example: http://screencast.com/t/Y9sTDWNuJDQe

    If you would really like to have this feature reviewed again by our team, please ask anyone you know to vote for this feature and we will put it back under review.

    Best regards,

    Joseph

  5. Deal Stages, Probabilities and Weighted Forecasts

    It would be nice to have the option to link deal stages to probabilities without having to enter them both separately. For example, you can set the Proposal stage to 65% so whenever you move to that stage you dont have to input the probability percentage again..

    57 votes
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    4 comments  ·  Deals  ·  Admin →
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  6. Allow interactions in gmail to assign tasks and messages to deals

    Allow interactions in gmail to assign tasks and messages to deals like Zoho Projects. Instead of having to be in Nimble to do everything, if I am in Gmail and I get an email with a prospect, I'd like to be able to add the message directly to the deal like Zoho projects allows for Project management.

    36 votes
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    2 comments  ·  Deals  ·  Admin →
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  7. allow those in the same company to edit one another's deals.

    As someone working in a team of a few people, not being able to edit one another's deals makes it hard as we often need to pass things between us.

    26 votes
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    started  ·  2 comments  ·  Deals  ·  Admin →
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  8. 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.

  9. 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-deals

    20 votes
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    started  ·  1 comment  ·  Deals  ·  Admin →
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  10. Wave Accounting Integration

    Wave Accounting Integration - Wave is a micro/small business, cloud based accounting package. Ability to flow deals to invoices and contacts to customers.

    20 votes
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    declined  ·  1 comment  ·  Deals  ·  Admin →
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  11. Edit deal stage in deal 'dashboard'.

    It would be nice to have the ability to change the deal stage in the main deal screen (or deal dashboard) via a drop-down menu.

    18 votes
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    planned  ·  1 comment  ·  Deals  ·  Admin →
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  12. 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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  13. Add Next Action Date field to the Deals List.

    This would allow me to see that indeed there ARE next actions for every deal, and I could sort by next action to put these in chronological order. Right now I have no easy way to ensure that each of my deals has a next action, and can't get a feel for how my pipeline is progressing over time.

    14 votes
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    0 comments  ·  Deals  ·  Admin →
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  14. Allow entry of monthly payments in deals

    A lot of the deals we add to nimble include some form of regular payment, such as hosting. It would be nice to be able to record these elements on deals.
    Currently I just leave them out of the deal and just add in the capital cost to the client.

    12 votes
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    1 comment  ·  Deals  ·  Admin →
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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    As of right now, we envision the deal tool in Nimble to be for deals that occur once so I am declining this feature request for now.

    If we receive enough votes on this feature, we will open it back up for review, but for now, we must decline it.

    Best regards,

    Joseph

  15. Allow us to add a company on the fly while on the deal form if the entered company doesn't exist

    When you type in a company that doesn't exist, allow it to be auto-created on the fly.

    10 votes
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    planned  ·  0 comments  ·  Deals  ·  Admin →
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  16. After grouping deals by stage, I want to be able to alphabetize them

    9 votes
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  17. Deal Print Button

    I'd love a simple print button for both deals view option that organizes it all nicely on a PDF ready for distribution or print.

    Every week we meet internally to get everybody up to speed on our deals but we'd live to have it nicely printed so we can hand it out or put it on the wall.

    This should be a simple request :)

    Thank you!

    9 votes
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  18. 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
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    started  ·  1 comment  ·  Deals  ·  Admin →
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  19. Allow deals to be duplicated for regular recurring deals

    For customers who pay on a monthly basis for products & services it would be useful to have the facility to simply duplicate an existing deal instead of having to create it every month.

    8 votes
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    planned  ·  1 comment  ·  Deals  ·  Admin →
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  20. 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
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