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Johan Horak

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  1. Add Deals from Email Message

    67 votes
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    6 comments  ·  Nimble » Deals  ·  Admin →
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    declined  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    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.

    Best regards,

    Joseph

    Johan Horak supported this idea  · 

  2. Task related to emails

    92 votes
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    5 comments  ·  Nimble » Activities  ·  Admin →
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    under review  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    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

    Johan Horak supported this idea  · 

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