Allow Links in Deal Information
Nimble is currently at a slight disadvantage to competitors in that it does not allow documents to be attached to either contacts or deals. I've seen the suggestion that we could add a document url to the contact info, which is fine for contacts, because you have URL fields in contacts. But for deals this does not work, because a) there are no url fields and b) inserting a link into the notes does not automatically identify it as a url and make it clickable. It's a copy/paste affair which is not a good look.
As a quick fix, if you can make links inserted into the Deal Notes field clickable, that would be helpful.
Better yet, or at a later time, allow users to add custom URL fields, with labels describing what the URL is. This model is flexible enough that they could add a link to a deal-related content site, to a document folder, to an individual document, to a client's website, etc....
Thank you for writing in and suggesting we add URLs for documents to deals in Nimble.
As of right now, we plan to add both custom fields and document URLs to Nimble.
Because of our planned custom fields for the Deals tab, we will likely allow users to add links in the deal information.