Skip to content

Daniel

← Customer Feedback for Nimble

My feedback

1 result found

  1. Add Deals from Email Message

    67 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    6 comments  ·  Nimble » Deals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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
    Daniel commented  · 

    Like other CRMs my feature request is to allow the addition of Deals from the structured email contents of an online form. User story: A prospective client arrives at my online landing page with a contact form, fills out the form (minimal required info need to initiate a Deal entry), hits submit which sends an email to a special email address associated with my Nimble account that goes right into my Deals pipeline as a Qualification Deal. I am notified via email or my iOS Nimble app that a new prospect is in hopper.

    Daniel supported this idea  · 

Feedback and Knowledge Base

(thinking…)