Add Custom fields to Deals.
As per contacts I'd like the option of having extra user defined teams in the deal area as well.
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Justin Miller commented
This is really important for tracking inventory for the deal pipeline. A start would be product and qty.
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Anonymous commented
To bet honest, this is nearly a deal breaker for me not being able to add a field in deals. The biggest reason is simply this...we need to be able to add a Product Name and Qty.
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Anonymous commented
Any additional update on timing of custom fields in Deals tab?
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Anonymous commented
Any update on when this is slated for development and release? I really like Nimble but we have currently eliminated Nimble from our CRM selection because you can't customize deals. I would love to use you all if this feature were available. thanks!
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Noam commented
This is a very important feature. lack of this feature is currently a major block internal processes and efficiency
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Mike McKenna commented
Could we have an up date on this topic from Nimble please. It is now Q4 2013!!
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Meng WONG commented
upvoting this request – I have different deal types. More granularity please!
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Anonymous commented
This is fundamental and required for any serious CRM - social or not.
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Anonymous commented
We have fundamentally different types of deals (e.g. loans or deposits) so tracking them all as the same type of deal doesn't make sense for us. How can we create different deal "types" or different deal annotations?
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Anonymous commented
I was very surprised by the inability to do this. For some deals, dates, locations, or other details are very important.
Choosing which field were visible on the deal "tiles" in pipeline view would be AMAZING for quick visual scanning of key content
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Andrew Crump commented
Seriously, how is this still not there? It's simple to implement and fundamental to allow nimble to be use for anything powerful.
We want to use nimble for more than one business but we can't.
What's the status?
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Ben commented
What we would like to be able to do is set up new areas for specific notes rather than having activities buried in the feed. One in particular we would want is another level of categorisation about the segment of clients, ie so we can search on the deal overviews page to see all details in a particular segment, eg. 'Music Industry' or 'E-commerce'
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Andrew Crump commented
If we could associate custom fields to a 'Tag' and the add this tag to anything (Person, Company, Deal) then that would solve this problem and allow Nimble to be used in a amazing number of ways that it would otherwise not work for.
Personally we use nimble for investor contact management, but as custom fields are not associated with tags we can not use it for different elements of the business at the same time.
A
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Anonymous commented
Custom fields, or tags.... allow me to search all deals (open via these fields or tags as well (advanced search). This would allow me to see all the deals for web design vs. log design, for example. Show whether the deal is open, won, or lost in the search results.