Pipeline & forecasting — found from sitemap — Nimble

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Facts read from this source

• Deals kanban multiple pipelines Report an error

  “Nimble’s Deals feature enables you and your team to track all of your sales opportunities on multiple, customizable pipelines and lists.”

• Deal tags Report an error

  “Deal Tags to group your deals”

• Deal custom fields Report an error

  “Custom Fields to capture important information”

• Deal changelog Report an error

  “Detailed Changelog of everything that happened to a deal”

• Deal currency options Report an error

  “Currencies Options to track your sales globally”

• Deal default probability Report an error

  “Default Probability by pipeline and stage”

• Deal upcoming features Report an error

  “More exciting deal features are just around the corner such as Advanced Search, Saved Segments, Filtering Messages, Deal Automation, and Activities. Coming soon!”

• Deal workflow conversion Report an error

  “Once you have pre-qualified your lead by utilizing Workflows, you can then convert them to a deal”

• Deal list view inline editing Report an error

  “Progress your contacts from one stage to the next either in the Pipeline or List view. Use inline editing to make quick changes to the information you have on your contacts.”

• Deal add from anywhere Report an error

  “Fill out the deal's form from just about anywhere to quickly add sales to your pipeline. Or move contacts in bulk from a Workflow to any pipeline you choose.”

• Deal detailed records Report an error

  “See the full details of your Deals on a record. With the ability to send and track messages, schedule activities, add notes, attach files, and much more.”

• Deal reporting Report an error

  “Get an overview of your organization's deal performance by utilizing Reports. This will provide you with an overview of past and future revenue, conversion rate, evaluate the rep's performance, and identify areas of improvement.”

• Deal privacy Report an error

  “Deal Privacy - Manage who on your team can view and edit deal pipelines and everything associated with them.”

• Deal stuck tracking Report an error

  “Keep track of your "Stuck" deals. A "stuck" deal is a deal that has exceeded the set limit of days within a given stage. It will appear in red.”

• Deals CSV export Report an error

  “Export your deals from Nimble at any time to a CSV file.”

• Onboarding sessions Report an error

  “join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.”

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