3 results found
92 votes5 comments · Nimble » Activities · Admin →
Thank you for your feedback.
As of right now, you can create a task from an email and the contact will be directly linked to the task. We will review better ways of linking emails to tasks.
Thank you for your input and votes!
-The Nimble Team
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67 votes6 comments · Nimble » Deals · Admin →
At the current moment, we do not have plans to include the feature to create a deal from an email message.
Instead, you can go to a contact record and select “Assign Deal” to create a deal from this view.
Please see our screenshot here for an example: http://screencast.com/t/Y9sTDWNuJDQe
If you would really like to have this feature reviewed again by our team, please ask anyone you know to vote for this feature and we will put it back under review.
101 votes9 comments · Nimble » Contacts · Admin →
Thank you for writing in with this suggestion.
We have placed this feature request under review for a later time, as it would be interesting to automatically map all “work” information to a contact when they are added to a company.
Thank you for your feedback and support!
This is a great request and almost any other CRM systems has this option. Is there a timeline on when Nimble plans to add this for tasks and managing email related to tasks? See Zoho CRM, Salesforce and 37 Signals Highrise.