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4 results found

  1. allow those in the same company to edit one another's deals.

    As someone working in a team of a few people, not being able to edit one another's deals makes it hard as we often need to pass things between us.

    26 votes
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    started  ·  2 comments  ·  Deals  ·  Admin →
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  2. Deal Management - Exporting & Adding a "Type"

    Ability to export all deal related data for internal reporting.
    Being able to refine what data to export by, eg,
    - Owner
    - Stage
    - Type

    Type = New Business, Contract Re-Sign, Referral, Reseller
    Have the ability to change the type names and add additional entries.

    20 votes
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    7 comments  ·  Deals  ·  Admin →
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    started  ·  charlene responded

    We have half of this feature request completed.

    1) You can export your deals now!
    See: http://screencast.com/t/j30gz0ZL3b

    And you can filter which deals to export.

    2) We don’t have the field “Type” yet. Still remains a feature request.

  3. let team members edit deals

    This seems like a pretty basic feature that people have asked for in the past. Why can't my teammates edit my deals, and vice versa?

    http://support.nimble.com/customer/portal/questions/604353-letting-team-members-edit-deals
    http://nimble.uservoice.com/forums/126687-nimble/suggestions/5502838-allow-other-team-members-to-change-status-of-deals

    20 votes
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    started  ·  1 comment  ·  Deals  ·  Admin →
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  4. Allow anyone to move deals in pipeline view

    A user should be able to move any deal card in the pipeline view to a new column.

    This feature would allow for the deal pipeline to be used in group update meetings where one user is controlling the interface while others provide updates. Currently. multiple people need to be logged in and editing their own deals.

    In addition, there is no indication of deal owner in the pipeline view, so cards appear to be arbitrarily 'fixed' to a specific column, which is a confusing UX.

    9 votes
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    started  ·  1 comment  ·  Deals  ·  Admin →
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