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6 results found

  1. Allow for importing of Deals into Nimble from other CRMs

    Allow users to import information into the Deals tab.

    Often, users will come from different CRMs and they want to bring their current opportunities and deals into Nimble for tracking.

    117 votes
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    under review  ·  15 comments  ·  Deals  ·  Admin →
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  2. Add last date contacted (automatically loaded) to deals overview page

    This way you can scan down the deals list at a glance and see which have not been contacted recently.

    89 votes
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    3 comments  ·  Deals  ·  Admin →
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    under review  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    Thank you for submitting this feature request. We are currently working on finalizing our “Last contacted date” feature for Contacts and once this is rolled out, we will review whether or not we will add this to Deals.

    It definitely seems to be a useful feature so we have placed this “Under Review”. To show our Product team that this is essential for Nimble, please share this idea and have other vote for it!

    Best regards,

    Joseph

  3. Deal Stages, Probabilities and Weighted Forecasts

    It would be nice to have the option to link deal stages to probabilities without having to enter them both separately. For example, you can set the Proposal stage to 65% so whenever you move to that stage you dont have to input the probability percentage again..

    57 votes
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    4 comments  ·  Deals  ·  Admin →
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  4. Add the concept of Products to deals

    Pipedrive lets you pre-define a set of products, and even product variations with different price points, so you can then quickly add these to a new deal. If you deal in a fixed range of products (as opposite to customised deal sizes), then this makes the deal workflow a lot slicker. Please consider adding this to Nimble

    7 votes
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    under review  ·  1 comment  ·  Deals  ·  Admin →
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  5. docusign

    this would be a great add on, having contracts done, with the deals sections.

    3 votes
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    0 comments  ·  Deals  ·  Admin →
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  6. 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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    0 comments  ·  Deals  ·  Admin →
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