Anonymous
My feedback
3 results found
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72 votes
Hi,
We do not plan to change how we sync messages to Deals in Nimble at this time.
We are currently focused on other areas of the application, and if this feature receives enough votes, we will reconsider it.
Thank you for your feedback and support.
Best regards,
Joseph
Anonymous
supported this idea
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3 votes
An error occurred while saving the comment Anonymous
supported this idea
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14 votes
It’s best to utilize tasks to define the next action for Deals in Nimble.
Anonymous
supported this idea
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I think this is an important UI improvement. It is awkward, and counter-intuitive, enough that you need to add people and companies to a deal by using the single field, names divided by commas. But even to review, later, who is associated with a deal you have to "edit" the deal then scroll the cursor through the field to review the other names that don't fit in the small field. In my opinion, there should be a + button to allow you to add people and companies to the deal, one at a time, like adding tags. Then, the header for the deal should list each of these contacts. Really there should also, then, be a way to prioritize the contacts, even if it is just choosing one of the contacts to be the primary contact. But there could a drop down associated with each contact to qualify the relationship... client, partner, colleague, vendor, etc.