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5 results found

  1. Edit deal stage in deal 'dashboard'.

    It would be nice to have the ability to change the deal stage in the main deal screen (or deal dashboard) via a drop-down menu.

    18 votes
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    planned  ·  1 comment  ·  Deals  ·  Admin →
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  2. Responsive pipeline width

    Please make the overall width of the pipeline responsive to the width of the browser.

    17 votes
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    planned  ·  3 comments  ·  Deals  ·  Admin →
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  3. Allow us to add a company on the fly while on the deal form if the entered company doesn't exist

    When you type in a company that doesn't exist, allow it to be auto-created on the fly.

    10 votes
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    planned  ·  0 comments  ·  Deals  ·  Admin →
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  4. Allow deals to be duplicated for regular recurring deals

    For customers who pay on a monthly basis for products & services it would be useful to have the facility to simply duplicate an existing deal instead of having to create it every month.

    8 votes
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    planned  ·  1 comment  ·  Deals  ·  Admin →
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  5. 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…

    7 votes
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    0 comments  ·  Deals  ·  Admin →
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    planned  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    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.

    Best regards,

    Joseph

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