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Clarke Bishop

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  1. Add Deals from Email Message

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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

    An error occurred while saving the comment
    Clarke Bishop commented  · 

    I get leads from various sources via email. The format varies. Still, anything that would help create a contact and a deal directly from the message would be huge!

    Clarke Bishop supported this idea  · 

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