I suggest you ...

Add tags or categories to deals

Right now deals are pretty basic. For a proper usage I would recommend to add categories or tags to deal to sort them properly. Tags could be products or events or whatever :)

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    Ralf Reichert shared this idea  ·   ·  Admin →

    19 comments

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      • Nate Dame commented  · 

        Looks like we can add Tags to Deals, but there is no place to actually see those tags - even in an export of deals?!

      • Bobby Grohmann commented  · 

        Please consider color coding each deal based on the customization of each Category. Similar to Categories in Microsoft Outlook. This will give you a quick snapshot of your categories when looking at the Deals Pipeline view.

      • Anonymous commented  · 

        Under review for 2 years, seriously? Please get this done, it's really helpful.

      • Anton Belousov commented  · 

        We have updated our addon that adds custom fields to Deals - http://www.tai.st/addons/taist-nimble-deal-custom-fields: now you can add multiple fields to the Deals.

        It should now work better than tags - you will not get single mess of "Banking", "Online Ads" and "Accounting services" but separate, well-structured fields "Industry", "Lead source" and "Product".

      • Anton Belousov commented  · 

        From my experience tags are only a partial solution - you usually need pretty specifc fields like "Product", "Industry", etc.

        And we have created a solution for that: we create Taist - a platform that allows to extend cloud applications with "addons", and we have created the first version of a custom fields for Nimble.

        Now it implements "Industry" field for Deals where you set the list of industries yourself.

        Please have a look and try it here: http://www.tai.st/addons/taist-nimble-deal-custom-fields. It just works out of the box - when you activate it from our website, a new field appears in Nimble Deals. We use browser extension for that.

        We are now extending it to allow using any name and using several custom fields at once.
        So if need some specific cases please post them just here or in comments to the addon - we will try to implement them as well.

      • Chris commented  · 

        I have to agree that tagging deals is very important for organizing and sorting deals by product, service, salesperson, team, etc.

        So far every feature that is missing I want to vote for, the voting is closed

      • Anonymous commented  · 

        Since deals are so limited, adding a tag is huge. If your company only has one item, and only one sales process, and only one way of doing one thing, its fine. However your system is so "nimble!" deals are terribly awkward. Simply having more pipelines or only tags would let you use deals to represent projects, support cases and deals! thats a lot of bang for one text tag.

      • Nicole commented  · 

        Adding the ability to TAG deals would enable us to track products associated with deals

      • Anonymous commented  · 

        please add tags to deals as a way of tracking source as at the moment we can't quantify which marketing ROI

      • Anonymous commented  · 

        Tags for deals is big. I would guess that the low number of votes for pipeline features is because people are also dumping Nimble for services like Pipedrive, Contactually, Pipeline deals, Streak, etc once they realize that you don't have multiple pipelines or tags for pipelines. Bottom line - Please don't read the lack of votes as a lack of interest.

      • Anonymous commented  · 

        Quite essential - so a big YES!

      • Anonymous commented  · 

        One of my customers is a manufacturer. They would like to differentiate between deal types so that Production gets visibility into future Sales. Is there a way to make a product category come out in the sales forecast (the best workaround we thought of was by using a tag, but even that isn't ready yet)

      • Anonymous commented  · 

        Any update here? If you cannot organize deals with custom fields then its a must with tags. Otherwise will never function for larger business with multiple or complex deals.

      • John commented  · 

        Tags in deals would be great

      • Andrew Zino commented  · 

        Also usefull to be able to load products and link this to the deal as well as client/lead in order to be able to target clients iwth products they are looking for

      • Anonymous commented  · 

        For sure tags to deals is greatly needed and useful

      Nimble: Deals

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