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1. Add Activity Sets

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   35 comments  ·  Nimble » Activities  ·  Delete…  ·  Admin →
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   under review  ·  AdminSergey Shvets (Director of Product, Nimble) responded

   Hi,

   Thank you for submitting this idea to our forum. This request is currently under review!

   Please continue to submit your votes and we will definitely consider bringing this request to Nimble.

   Best,

   An error occurred while saving the comment
   Jonas Soomer commented  ·  October 14, 2013  ·  Edit…  ·  Delete…

   We are planning to use Nibmle to support our sales process. For each Deal we start working on we will start a new deal. For each stage in the sales process we would like to add a checklist to help the sales rep. ask the customer the right questions and get confirmations. We would like to be able to always include a pre-defined checklist with each stage.

   When we start a new deal we want a template of checklists, notes and activities to automatically be created for each stage. Filling in a checklist would not be mandatory but we would like to be able to get a % of completion for each step and the deal in total.

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   Jonas Soomer supported this idea  ·  October 14, 2013