Jeff Kee

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  1. 419 votes
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    planned  ·  34 comments  ·  Nimble » Deals  ·  Flag idea as inappropriate…  ·  Admin →
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    Jeff Kee commented  · 

    This is an extremely important element, can't believe you guys don't have this. Pipelinedeals does, despite their relatively ugly UI.

    For example I need to tag & filter through deals by
    Geographic Region (we sell nationwide)
    Package Chosen (Template, semi-custom or custom)
    Branding Package (yes or no)

    It's shocking that you don't have custom fields on deals while you have it on customers actually.

  2. 194 votes
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    21 comments  ·  Nimble » Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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    Jeff Kee commented  · 

    If you have an integration of Outlook<->google apps calendar, that will solve the issue.

  3. 11 votes
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    under review  ·  0 comments  ·  Nimble » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    Jeff Kee shared this idea  · 
  4. 126 votes
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    11 comments  ·  Nimble » Messages  ·  Flag idea as inappropriate…  ·  Admin →

    Hi,

    Since our email integration is build on automatic email syncing, we do not need to have a manual “send to Nimble” email option.

    If you would like to store an email not related to an actively connected account, please use our Log Note functionality.

    Best,

    Joseph

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    Jeff Kee commented  · 

    Disagree with this simply because the whole idea of having a seamless integration done with Gmail is to automatically reference to all emails under a contact/deal automatically. After adding nimble halfway through a deal, emails that are a few weeks old are still being pulled in, which is great for me.

    A better alternative would be to mark emails under the Nimble screen as "irrelevant" and hide them from the deal or contact view.

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