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Joel Szwarga

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  1. Deal Management - Exporting & Adding a "Type"

    20 votes
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    7 comments  ·  Nimble » Deals  ·  Admin →
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    started  ·  charlene responded

    We have half of this feature request completed.

    1) You can export your deals now!
    See: http://screencast.com/t/j30gz0ZL3b

    And you can filter which deals to export.

    2) We don’t have the field “Type” yet. Still remains a feature request.

    Joel Szwarga supported this idea  · 

  2. Person and Company contacts should inherit work related information to reduce duplicate entry

    104 votes
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    9 comments  ·  Nimble » Contacts  ·  Admin →
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    under review  ·  AdminSergey Shvets (Director of Product, Nimble) responded

    Hi,

    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!

    Best regards,

    Joseph

    An error occurred while saving the comment
    Joel Szwarga commented  · 

    This is a must for anyone who sends out mail merges. When exporting a csv from a list of contacts/companies, there will be no address information at all for certain contacts/companies, for the reasons mentioned in the original post here.

    Joel Szwarga supported this idea  · 

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