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1414 results found

  1. Fix Google contact integration

    Clearly not the same

    Google contact details:

    Prefix
    First
    Middle
    Last
    Suffix

    Nimble contact details:

    first name
    last name
    middle name
    title

    How come? Now I know why all my Google contacts are in a mess!

    2 votes
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    declined  ·  0 comments  ·  Integrations  ·  Admin →
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  2. add "Influencer" as a Lead Type

    Marketing and PR professionals would use this term / category for their contacts.

    1 vote
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  3. I suggest Nimble add a new 'Withdraw' status for deals beside 'Won' and 'Lost'

    I've seen that you added the Reports tab, which is just great at showing stats of the lost and won deals.

    However, I do have a suggestion. for every deal, there are just two options: Win and Lose. While I often found myself in a situation where my company decided to withdraw from a deal out of our own will. What do we do then?

    Deleting a deal is not exactly the solution in such case because we like to keep records of each transaction.

    It's definitely not a Won, so I mark such deals as Lost. Can you imagine…

    4 votes
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  4. make it easier to search for birthdays

    make it possible to search for birthdays within a certain time frame. ie; June 1st-14th 201

    3 votes
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  5. Email Group,Tags,Stay In Touch

    Email Group,Tags,Stay In Touch

    should be able to send out mass email like a GROUP,TAG and the best thing would be to send email to all contacts from Stay In Touch category (like all Stay In Touch from stay in touch WEEKLY,etc)

    thanks

    1 vote
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  6. Let users assign messages to other team members

    I'd like to be able to assign incoming email messages to different team members without creating tasks (as this adds several more steps). An example: we have several general emails such as info@ and sales@. I monitor these and would like to simply assign answering to the appropriate team member. This way we reduce email clutter (the whole team does not have to receive all emails in their inboxes) yet the right person always answers the mail.

    3 votes
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  7. Notes Section should indicate in the toolbar number of notes

    When one looks at Contacts, the indicator next to Notes should show how many notes are there.

    1 vote
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  8. allow multiple attachments to be selected at one time from google drive

    Currently we are able to select one file at a time to attach documents from google drive. When attaching multiple documents is necessary it can be burdensome to repeatedly open up the attach document link and then select a new document (Especially if you have to search for the document prior to selecting it). Please allow for this functionality soon!

    1 vote
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  9. Choosing tags from list

    It would be nice to choose a tag clicking "Add". Those choice could be alphabetical in order or the most commonly used ones.

    3 votes
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  10. Stay in touch: weekly reminders

    Earlier this year (Feb 4th) I suggested that is would be really useful to get a weekly reminder of those I need to stay in touch with this week. Basically, I need a feature that helps me stay in touch without logging into Nimble. After all, I am using Nimble precisely because I am short of time and logging in is not always possible.

    Joseph Kelly kindly responded and added an idea: it would be useful to send out an “Upcoming Activities” email with all upcoming “Stay in Touch” reminders.

    Can you build this? I would convince me to stay…

    3 votes
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  11. 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
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  12. It would be really nice if we could go straight to Twitter instead of via Nimble when responding to a Nimble daily alert

    Not only would that make it faster, it would get around the issue of not being able to add someone to a list if we add them to Twitter from within Nimble .

    3 votes
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  13. Please add the ability to add a new person to an existing company with the same address and have the address and tags copy over.

    1 vote
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  14. pop up time when adding calendar events

    Make this similar to Google calendar. When I have the week view in Nimble open, and I want to add an event in the calendar, I drag the time slot I want. But I can't really tell what time I adding (especially if I'm adding to Friday or Saturday and the times are always along the left of the week view.

    Can you pop up a small text display that shows exactly what times I'm dragging?

    3 votes
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  15. customize daytime work hours in calendar

    It would be great if we can limit the view in the weekly calendar. IE: I want the day to start at 8am, and finish at 7pm. I don't need to see 12am - 1159pm every day. Probably 90% of the people don't need that. It makes it a lot of scrolling.

    thanks!

    3 votes
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  16. Edit, Save and Close buttons next to each other

    I spend allot of time updating and editing activities. The process seems to be a 6 click process per activity and buttons to edit, save and close to modify, then schedule the followup; and activity are on opposite areas of the activities window.

    Is there a way to make the fields more intelligent that they would save their content upon closing the window? And could all the buttons be closer together so you would not have to scroll from bottom to top of the window to close it?

    4 votes
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  17. Creating parent and sub parent companies

    We need the option of having one large company with sub divisions within the same company record. For example, Oracle would be a parent company for subdivisions of Oracle Australia, Oracle New Zealand, Oracle USA, etc.).

    4 votes
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    2 comments  ·  Contacts  ·  Admin →
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  18. Allow Lead medium and contact to be in the same tab, and allow additional personalised fields

    The field Lead Medium should be allowed to be intrgrated in the Contact Info section, alongside Lead Type, Lead Source, and Lead Status. We would also like the option of including additional personalised fields within this section.

    1 vote
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  19. 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
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  20. I would like to see the option of Status, In Progress and Priority in as an option on task (like Salesforce offers)

    I would like to see the option of Status, In Progress and Priority in as an option on task (like Salesforce offers)

    I would like to have a status or progress update as more task feature in other CMR offer. Salesforce lets you set the Priority and Progress like Not Started, Started... or even Mindmeister provides a % done status.

    4 votes
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