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Roxy Holovatsky

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  1. Add a third category for deal status - Won/Lost and "Hold"

    4 votes
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    1 comment  ·  Nimble » Deals  ·  Admin →
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    Roxy Holovatsky commented  · 

    I don't think this is a good idea. Won/Lost is a way of closing a deal, and it then disappears from your pipeline. 'On Hold' is not a closed deal, it's just postponed, so it should not disappear from you deals view.

    What works for my 'On Hold' deals is adding a new stage 'on hold', which can be done from your settings screen. Just make sure these deals are in the end of your list.

  2. I suggest Nimble add a new 'Withdraw' status for deals beside 'Won' and 'Lost'

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    0 comments  ·  Nimble » Deals  ·  Admin →
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