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.
If you have an urgent question about your account or implementing a feature, please write us directly at care@nimble.com or tweet us at twitter.com/nimblecare. We are available M-F from 9-5 Pacific.
114 results found
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Offer a Reseller / Channel Partner Management
We offer our product online, so that anyone can purchase it (fulcrumapp.com), but we are actively and aggressively developing an international network of resellers and partners. We want to properly and accurately be able to compensate each partner or reseller according to their leads and deals that they close. We don't currently see a way in Nimble to allow our partners to register Leads (contacts/companies) or Deals. More common is the concern that a prospective customer of a partner could simply come directly to us and potentially bypass the local or regional partner and register for the product without that…
2 votes -
Make probability scores more detailed
We need probability scores to be more specific to accurately reflect our pipeline. At the moment they are in multiples of 10, i.e. 10%, 20%, etc. If possible, can you create probability with increments of 5% - or even 1% if possible?
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 -
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 -
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 -
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 -
Customized Deal amount
By: Stephen Feldman
It would be nice to have a customized deal amount category such as $500k for 25% as opposed to just a dollar figure.
1 voteOutdated feature request.
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change stages in deals by every user
Hello, would it be possible for an user to change stages in pipeline of a deal create by another user (each user has different tasks in the pipeline to get to close the deal)
1 voteHi,
Thank you for writing in and suggesting this feature request.
For now, we do not plan on allowing non-owners of deals to edit stages of deals. We may change this feature in the future, but we do not have it in our list of feature enhancements for 2013.
If you have any questions, please email us at care@nimble.com and we will be happy to help.
Best regards,
Joseph
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1 vote
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Make it possible to save filter settings in the deal views
And make a customized filter a default preference for the page.
1 vote -
change the format of 'Pipeline' Deals to just names
Because they're displayed as boxes with the date it takes up lots of vertical room, so I can't see my deals without scrolling up and down LOTS. It's a real pain :( They don't need to be boxes and I don't need the date (other may, so put it on the same line?). Just the name like in the List view. I might stop me moving to Sugar/Salesforce if you can fix this!
1 vote -
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 -
report on data fields
I really need the ability to pull reports weekly/monthly/annually on data fields. For example, I have different custom lead sources set up in my lead fields. I would like to easily be able to report on revenue, deal stage, revenue, etc by lead source.
1 voteWe’re working on newer reports that will include capabilities to report on contact fields.
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Integration of Insightly
One thing this is missing is the automation of pipelines from deals like Insightly. In Insightly I can move from stage to stage and the CRM automates the tasks needed for each stage of the pipeline. This would make this app a must have on all fronts!
1 vote -
Deals addition / cash flow reporting
Under deal reporting I suggest an area that details the projected length of the new deal 'won' which would subsequently total out an aggregate cash flow projection over the following months based on all deals successfully won and length of engagement. Better, itemize projected billing cycles for each deal with the dollar value for each billing cycle date then aggregate cash flow projections within the report.
1 vote -
It would be great to be able to add a auto-generated ID number to 'deals'
It would be great to be able to add a auto-generated ID number to 'deals' as Zoho CRM does. It is great because you can actually personalise this by having your company's initial placed in the reference. It allows the companies you work with to easily track deals, in case they have too many.
1 vote -
allow deals also to be defined in more categories then $ only, e.g. # of users
If you enter a new deal you can only specify your goal with a USD amount. For us, we need this deals in other categories, too, esp. amout of users a new deal can bring along with.
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 -
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 -
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
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