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This forum is for feature requests for Nimble to help us gauge what would help you be happier with Nimble.

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17 results found

  1. Multiple Deal Pipelines

    Allow the feature to add multiple pipelines in the Deals tab in Nimble. Not all Sales processes move down the same pathway, and this will help us manage multiple deal-types.

    430 votes
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    59 comments  ·  Deals  ·  Admin →

    We’re happy to announce that we now have multiple deal pipelines in Nimble!

    If you have a Nimble account, navigate to Settings >>Pipelines to add a new pipeline.

    If you no longer have a Nimble account, it’s a great time to come back to see all of the new features we’ve added in the past year. Sign up for a free trial at nimble.com/register!

    To learn more about Multiple Deal Pipelines, check out our blog post here – http://www.nimble.com/blog/nimble-launches-multiple-custom-deal-pipeline-management/

    Cheers,

    Joseph

  2. Add Custom fields to Deals.

    As per contacts I'd like the option of having extra user defined teams in the deal area as well.

    422 votes
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    34 comments  ·  Deals  ·  Admin →
  3. 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 :)

    266 votes
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    19 comments  ·  Deals  ·  Admin →
  4. Allow Multiple Currencies/Currency for Accounts

    Not all companies engage in business in a single Currency. Vote here to show support for multiple currencies within Nimble accounts.

    35 votes
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    6 comments  ·  Deals  ·  Admin →
  5. have a visual, drag & drop, deals pipeline interface like Pipedrive

    Pipedrive has an interface that shows deals in columns under each stage of the pipeline . They also allow you to drag & drop deals from one stage to another on this interface. The perfect CRM for me would be the nimble contact/social manager + the pipeline deal manager.

    26 votes
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    1 comment  ·  Deals  ·  Admin →
  6. Completed Deal

    By: Stephen Feldman

    When entering new deals you should be able to change the won date to a date in the past. I am entering investments that we have made over the last year and including the anticipated close date as the date it actually closed. When you save it, the date defaults to the day the deal was created.

    13 votes
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    completed  ·  1 comment  ·  Deals  ·  Admin →
  7. Add ability to sort Deals by date of last interaction (primarily email)

    Add ability to sort Deals by date of last interaction (primarily email)

    13 votes
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    2 comments  ·  Deals  ·  Admin →

    Hi,

    Thank you for submitting this request. Nimble now features “Last Contacted Date” for all inbound and outbound interactions.

    We are also adding sorting by last date of contact to Nimble’s contact lists to make it easier to keep in touch with important connections!

    Thank you for your feedback and support for this feature.

    If you have any questions, please write to us at care@nimble.com and we will be happy to help out.

    Best regards,

    Joseph

  8. Projects

    is there a way to make a 'deal' into a 'project' once it has been won so that all the team members can continue working on the sale with the deal history?

    9 votes
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    0 comments  ·  Deals  ·  Admin →
  9. make it possible to assign people to existing deals from the contact / event view.

    When you are in the contact page you can not link them to existing deals. This includes that contacts event, making migrating information like events to the deal difficult and redundant.

    9 votes
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    completed  ·  0 comments  ·  Deals  ·  Admin →
  10. Please improve your deals section; it can be so much better (see Pipedrive, LACRM for reference)

    Just make the layout better... allow multiple pipelines per product or company we may be working.

    7 votes
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    0 comments  ·  Deals  ·  Admin →
  11. 6 votes
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    completed  ·  0 comments  ·  Deals  ·  Admin →
  12. Control Privacy on Deals

    We use the app for salesforce and is great! We now are looking into using the app on other departments for delegating TASK, Calendar and contacts. We need to block "non sales" users from having access to the DEALS.

    2 votes
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    0 comments  ·  Deals  ·  Admin →

    Hello,

    We recently added privacy for deals for our Business plan and we are working to upgrade our security modules to improve Nimble for teams.

    Learn about all of our current privacy features for messages, deals, API, and more at https://support.nimble.com/frequently-asked-questions/nimble-account-privacy-overview

    If you have any questions or would like to see our privacy features in action, I invite you to start another trial of nimble at nimble.com/register or to visit our Customer Care team on a Nimble Q&A at www.nimble.com/webinars.

    Best,

    Joseph

  13. Add ability to assign existing appointments to deals

    I already have a lot of appointments which I have to remake in my calenbdar in order to connect them to a deal. I alsoi get invitations that are connected to upcoming deals (hopefully).

    2 votes
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    completed  ·  0 comments  ·  Deals  ·  Admin →
  14. Make the deal title bold

    Can you make the deal title look like an active link? Right now the deal title is black and lightweight font, whereas the company is blue, bold and looks like an active link. I think I'm clicking on the deal, but I'm really clicking on the company, then I have to do multiple clicks to get back to where I was.

    1 vote
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    completed  ·  0 comments  ·  Deals  ·  Admin →
  15. Assign multiple contacts to one deal

    I want to add the persons assistant as well so I can see the total email history

    1 vote
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    0 comments  ·  Deals  ·  Admin →
  16. Maybe I missed it, but there doesn't seem to be a link from a Deal page to the people associated with a deal

    Maybe I missed it, but there doesn't seem to be a link from a Deal page to the people associated with a deal- this is a no-brainer; DO IT

    1 vote
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    completed  ·  0 comments  ·  Deals  ·  Admin →
  17. Create a new deal from a contact record and have contact name/company auto populate

    When a contact lead becomes qualified for a new opportunity there should be an easy way to create a new deal directly from the contact record with person name or company name auto populated in the second field 'company or person'. There is already the request to put the New Deal button on the contact screen, but filling in the information from the record will save manual input.

    1 vote
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    completed  ·  1 comment  ·  Deals  ·  Admin →
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