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114 results found

  1. Choose currency for every deal, not for a pipeline

    Now the currency is set in Deal Pipeline settings and is the same for every deal in the pipeline.

    Our deals are in different currencies, EUR, USD, etc. depending on the customer's location and I need to have a possibility to set a custom currency for every single deal separately; otherwise, it's not usable - I either need to create a separate pipeline for each currency, which is not ok, or make currency conversions when I add a deal if a currency different from the default one.

    3 votes
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  2. Kids Dentist – Second Opinion?

    My soon to be almost 4 year old went to the dentist this morning. She was there a year ago and all was well. She brushes and flosses. She doesnt floss daily and thats my fault. (after today, this will change) She barely drinks juice because she loves water. She does eat candy but not handfuls. Anyways I feel like a terrible mom at this point. She went to the dentist and they are saying she has 10 cavaties. Im floored. They said her teeth are tight together that once one cavaty forms it spreads sine her teeth are small.…

    1 vote
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    2 comments  ·  Deals  ·  Admin →
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  3. Update the reports. The reports have less information now and just graphs. I need to be able to see a report of closed business each week

    Before I could run a report for my custom week range (Mon - Sun) and populate a report that showed me all the closed deals for that week listed out. If this is something that exists in the new Deals pipeline, I'm unable to find it. The reports now just populate bar graphs of information which is not helpful in capturing stats for week to week reviews. Can we please have optional reports like they were before.

    1 vote
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  4. Thankful for N95 Mask (beauty behind the mask)

    So all the beauty salons are closed:(. I am now a hairy signing agent! :joy: My facial threading place and hair salon are closed. I can’t get my face threading or color my hair:( :thinking: I literally have whiskers and grown out roots! Ok, just kidding but I’m getting close though… I’m going to look like a hair monkey soon! :tired_face: But, seriously, thank goodness for my mask! Lord, let this Covid19 problem cease soon. :pray: God bless to all! Stay safe and healthy!

    1 vote
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  5. Product & Service Sales Dashboard

    Hi Nimble! I want to connect rich product/service information to a deal/company or even a contact. Not sure if this would be an extension to "Deals" or it's own thing.

    Please consider creating a dashboard to manage products/services that include basic info (price, SKU, discounts, sales teammate, files/templates and custom fields of course). I understand you can do something similar with custom fields, but it would be awesome if it was all built-in.

    1 vote
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  6. Financing Loan for Motorcycle: After the Gold Rush

    Honda is advertising a 12-months 0% APR for new dual-sport (and maybe other) bikes bought with their proprietary Honda credit card. After the 12 months, what sort of interest rate is applied?

    *Not hating on anything, nor interested in buying a new bike, but simply curious about what rates are.

    1 vote
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  7. Appsheet Crypto Wallets

    Does appsheet have any plans to include cryptocurrency wallets? It would be amazing to be able to create my own exchange with erc20 tokens.

    1 vote
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  8. Financing Loan for Motorcycle: After the Gold Rush

    Honda is advertising a 12-months 0% APR for new dual-sport (and maybe other) bikes bought with their proprietary Honda credit card. After the 12 months, what sort of interest rate is applied?

    *Not hating on anything, nor interested in buying a new bike, but simply curious about what rates are.

    1 vote
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  9. In the call activity export, allow for more custom fields from the contact to be added: Comnpany, Lead Status, Lead Type, Lead Source.

    The call activity export has limited fields. Add the option to select more fields like company, lead type, lead status, lead source and make it available in the export.

    1 vote
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  10. custom data fields in deals

    Would love to have the ability to create custom data fields in Deals!

    1 vote
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  11. polish zloty

    Please add polich zloty (PLN) to availaible currencies

    3 votes
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  12. 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 vote
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  13. Multiple Pipeline Overview

    I have created separate pipelines for each of my products which is awesome, however it would be great, in addition to this, to have a full overview of the combined pipelines in one graph for a specific user, team or the organization on a whole. I do realize that each pipeline has different stages, however this report would simply report on the weighted or total forecast in a given period. A great format for this would be the pipeline chart

    1 vote
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  14. Link specific email to a deal, to allow others to see email details.

    With me, most of the deal communication is via email. Specific emails need to be linked to the deal. Currently all emails to the contact are listed, and other team members can't see these emails. Saving each email to PDF and then attaching or logging a note, not practical. Ideally this needs to be done in outlook. (perhaps via BCC to specific deal email code, but would be nice to link previous email as well, before deal created)

    1 vote
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  15. Add notification/alert when deals get stuck

    It would be great if we could get notifications whenever a deal gets stuck in any stage. This would prompt follow up with the prospect.

    1 vote
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  16. Enable duplicating pipeline set ups.

    Facilitate process of setting up and multiplicating pipelines - enable to duplicate existing pipelines and editing them on the fly.

    1 vote
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  17. Update Deal with Outlook Add-in

    From what I can tell there is no way to update a deal after it has been created using the Outlook add-in.

    It would be nice to be able to update information related to a deal in Outlook or at least have a quick link that will take me to the specific deal page on Nimble.com where I can quickly make updates.

    Right now it is tedious to update deals when working in Outlook - especially if I don't have Nimble openin on my browser.

    1 vote
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  18. Provide users the ability to adjust the column width (stretch)...Especially the Deal Name column and Primary Contacts/Company columns

    All user to drag width of column on Deal List. Ideally, all columns. However, if I have to pick, I pick deal name and Primary Contacts/Company columns.

    1 vote
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  19. Create a new pipeline by copying an existing one with all its stages.

    We run open educational classes that we market to companies and individuals. Each class is an individual pipeline and each potential client is a deal.So we have multiple pipelines with the same deal stages. We need to be able to create a new pipeline by copying an existing one with all its stages. Currently, we have to enter each stage manually with every new pipeline.

    4 votes
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  20. show emails related to the deal

    Have filter so we can see communications just related to the deal and not all communications.

    4 votes
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