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Patrick Honorez

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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

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    Patrick Honorez commented  · 

    Yes ! I cannot vote for this since it is closed, but that is definitely one of my 2 favorite improvements to Nimble. Please reopen that suggestion !

  2. go Soocial

    3 votes
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    0 comments  ·  Nimble » Contacts  ·  Admin →
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    Patrick Honorez shared this idea  · 

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