{"id":28262,"date":"2022-12-21T09:37:46","date_gmt":"2022-12-21T17:37:46","guid":{"rendered":"https:\/\/www.nimble.com\/blog\/?p=28262"},"modified":"2024-06-18T03:00:42","modified_gmt":"2024-06-18T10:00:42","slug":"nimble-introduces-a-completely-new-deals-pipeline-to-help-your-business-grow","status":"publish","type":"post","link":"https:\/\/www.nimble.com\/blog\/nimble-introduces-a-completely-new-deals-pipeline-to-help-your-business-grow\/","title":{"rendered":"Nimble Introduces a Completely New Deals Pipeline to Help Your Business Grow"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">We are excited to announce that Nimble has completely redesigned our<\/span> <b><i>Deals Pipeline <\/i><\/b><span style=\"font-weight: 400;\">feature!\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Our <\/span><b><i>Nimble Development Team<\/i><\/b><span style=\"font-weight: 400;\"> has been working diligently to provide our Nimble Community with a <\/span><b><i>Completely Redesigned User Interface<\/i><\/b><i><span style=\"font-weight: 400;\"> and <\/span><\/i><b><i>Powerful Features<\/i><\/b> <span style=\"font-weight: 400;\">to support growth for years to come.<\/span><\/p>\n<p><iframe loading=\"lazy\" title=\"vimeo-player\" src=\"https:\/\/player.vimeo.com\/video\/773877973?h=1703a14e8e\" width=\"640\" height=\"344\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<hr \/>\n<h3>\u00a0<b>What\u2019s New with Deals?\u00a0<\/b><\/h3>\n<p><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/Gif-1.png\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"aligncenter wp-image-28267 size-full\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/Gif-1.png\" alt=\"Nimble Opportunities CRM\" width=\"1855\" height=\"952\" srcset=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/Gif-1.png 1855w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/Gif-1-300x154.png 300w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/Gif-1-1024x526.png 1024w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/Gif-1-768x394.png 768w, https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/Gif-1-1536x788.png 1536w\" sizes=\"(max-width: 1855px) 100vw, 1855px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Our Nimble team has designed a completely new <\/span><b><i>Pipeline UI (User Interface) that supports all Business needs<\/i><\/b><span style=\"font-weight: 400;\">! Users now have the ability to <\/span><b><i>Customize Deal Cards<\/i><\/b><span style=\"font-weight: 400;\"> by attaching <\/span><b><i>Tags, Contacts, <\/i><\/b><span style=\"font-weight: 400;\">and<\/span><b><i> Custom Groups &amp; Fields<\/i><\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A <\/span><b><i>Detailed Change Log <\/i><\/b><span style=\"font-weight: 400;\">has been created to document all changes made specific to each <\/span><b><i>Deal<\/i><\/b><span style=\"font-weight: 400;\">. In addition, our International Users can now change <\/span><b><i>Deal Currencies<\/i><\/b><span style=\"font-weight: 400;\">. We\u2019ve also added <\/span><b><i>Automatic Probability<\/i><\/b> <b><i>of closing each Deal<\/i><\/b><span style=\"font-weight: 400;\"> as it moves through each stage. <\/span><span style=\"font-weight: 400;\">Nimble Users can also choose to <\/span><b><i>Export Deals<\/i><\/b><span style=\"font-weight: 400;\"> data as a CSV file for further reporting!<\/span><\/p>\n<hr \/>\n<h4 style=\"text-align: center;\"><b>Beautiful New Pipeline UI (User Interface)<\/b><\/h4>\n<p><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/UpdatedGif-1.gif\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"alignnone wp-image-28308 size-full\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/UpdatedGif-1.gif\" alt=\"\" width=\"1622\" height=\"950\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Created to mimic the easy-to-use UI (user interface) of our recently released Nimble <\/span><b><i>Workflows<\/i><\/b><span style=\"font-weight: 400;\">, our new <\/span><b><i>Deals UI<\/i><\/b><span style=\"font-weight: 400;\"> was designed to support the technology needed to secure successful deals for the next decade of business.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The new UI also supports a smooth transition from <\/span><b><i>Workflows to Deals<\/i><\/b><span style=\"font-weight: 400;\">. Once a lead has been qualified through the <\/span><b><i>Workflow<\/i><\/b><span style=\"font-weight: 400;\"> process, users can convert the lead contact into a <\/span><b><i>Deal<\/i><\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<hr \/>\n<h4 style=\"text-align: center;\"><b>We Added Custom Fields and Tags to New Deals!<\/b><\/h4>\n<p><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/DealsCustomFieldsGif-1.gif\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"aligncenter wp-image-28278 size-full\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/DealsCustomFieldsGif-1.gif\" alt=\"Nimble Custom Fields.\" width=\"886\" height=\"304\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">No deals between businesses are exactly the same. That\u2019s why our Nimble team created a <\/span><b><i>Customizable Deal Card<\/i><\/b><span style=\"font-weight: 400;\"> that allows users to create <\/span><b><i>Custom Fields<\/i><\/b><span style=\"font-weight: 400;\">. Users can also customize a deal by adding <\/span><b><i>Related Contacts<\/i><\/b><span style=\"font-weight: 400;\"> and creating <\/span><b><i>Tags<\/i><\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These customizations are fantastic for businesses that require additional or unique information for each deal. In addition, adding <\/span><b><i>Tags <\/i><\/b><span style=\"font-weight: 400;\">or<\/span><b><i> Related Contacts <\/i><\/b><span style=\"font-weight: 400;\">also helps keep your <\/span><b><i>Deals <\/i><\/b><span style=\"font-weight: 400;\">organized.<\/span><\/p>\n<hr \/>\n<h4 style=\"text-align: center;\"><b>We Added A Detailed Change Log to New Deals!<\/b><\/h4>\n<p style=\"text-align: center;\"><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/ChangeLogDealsGif-1.gif\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"alignnone wp-image-28281 size-full\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/ChangeLogDealsGif-1.gif\" alt=\"Detailed Change Log\" width=\"682\" height=\"206\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">When <\/span><b><i>multiple users are working on the same Deal<\/i><\/b><span style=\"font-weight: 400;\">, it can be difficult to track changes made by each person. That\u2019s why Nimble has created a <\/span><b><i>Detailed Change Log<\/i><\/b><span style=\"font-weight: 400;\">, so you never miss those small details.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The <\/span><b><i>Change Log<\/i><\/b><span style=\"font-weight: 400;\"> records information such as<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Who created the <\/span><b><i>Deal<\/i><\/b><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Who added a <\/span><b><i>Related Contact<\/i><\/b><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Who moved the <\/span><b><i>Deal<\/i><\/b><span style=\"font-weight: 400;\"> from one stage to the next<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Who added or edited information in each <\/span><b><i>Deal Field<\/i><\/b><\/li>\n<\/ul>\n<p><b><i>And much more!<\/i><\/b><\/p>\n<hr \/>\n<h4 style=\"text-align: center;\"><b>We Added International Currencies to New Deals!<\/b><\/h4>\n<p style=\"text-align: center;\"><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/DealsCurrenciesGif-1.gif\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"alignnone wp-image-28283 size-full\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/DealsCurrenciesGif-1.gif\" alt=\"Deal Pipeline Info\" width=\"886\" height=\"442\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Nimble recognizes that we have users from all around the world. That\u2019s why it was important for us to update our deal currency from USD to a <\/span><b><i>variety of currencies for our international users to choose from<\/i><\/b><span style=\"font-weight: 400;\">!\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is a feature that has been requested by many of our Users. <\/span><b><i>Our goal is to make Nimble the CRM that is accessible and easy to use for all of our users<\/i><\/b><span style=\"font-weight: 400;\">, regardless of their location!<\/span><\/p>\n<hr \/>\n<h4 style=\"text-align: center;\"><b>New Deals Can Automatically Update Probability<\/b><\/h4>\n<p style=\"text-align: center;\"><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/DealsProbabilityGif-1.gif\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"alignnone wp-image-28284 size-full\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/DealsProbabilityGif-1.gif\" alt=\" Pipeline UI\" width=\"570\" height=\"450\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Previously, Nimble users had to adjust the probability of closing a deal on their own. Now, as users move a deal from one stage to the next,<\/span><b> the <\/b><b><i>probability of closing each Deal will update automatically<\/i><\/b><span style=\"font-weight: 400;\">!<\/span><\/p>\n<hr \/>\n<h4 style=\"text-align: center;\"><b>New Deals Export<\/b><\/h4>\n<p style=\"text-align: center;\"><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/DealsExportGif-2.gif\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"alignnone wp-image-28289 size-full\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/DealsExportGif-2.gif\" alt=\"Nimble CRM New Deals Export\" width=\"1280\" height=\"720\" \/><\/a><\/p>\n<p><b><i>Easily export your Deals data via CSV<\/i><\/b><span style=\"font-weight: 400;\"> to share with your team! Simply go click into <\/span><b><i>List View <\/i><\/b><span style=\"font-weight: 400;\">and choose the specific <\/span><b><i>Deals<\/i><\/b><span style=\"font-weight: 400;\"> data you would like to export.\u00a0<\/span><\/p>\n<p><b>Examples of data you can export include:<\/b><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Active<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Won<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lost<\/span><\/li>\n<\/ul>\n<p><b><i>And more! <\/i><span style=\"font-weight: 400;\">Nimble will send a CSV file of your data directly to the email registered to your Nimble account.<\/span><\/b><\/p>\n<hr \/>\n<p><b>What\u2019s Next for Nimble?<\/b><\/p>\n<p><a href=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/ReportsGif-2.gif\" class=\"external\" rel=\"nofollow\"><img decoding=\"async\" class=\"alignnone wp-image-28285 size-full\" src=\"https:\/\/landingstorageaccnmbl.blob.core.windows.net\/wplandingnmbl\/2022\/12\/ReportsGif-2.gif\" alt=\"Nimble CRM Deals Automation\" width=\"1280\" height=\"720\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">We\u2019re not quite finished with the <\/span><b><i>Deals updates<\/i><\/b><span style=\"font-weight: 400;\"> just yet! In the future, Nimble users can expect to see a <\/span><b>completely redesigned Deals Reports UI,<\/b><span style=\"font-weight: 400;\"> the addition of <\/span><b><i>Deals Automations<\/i><\/b><span style=\"font-weight: 400;\">, the ability to <\/span><b><i>filter through messages related to Deals<\/i><\/b><span style=\"font-weight: 400;\">, the opportunity to <\/span><b><i>attach only selected Messages and Activities to Deals<\/i><\/b><span style=\"font-weight: 400;\">, the ability to <\/span><b><i>Advance Search &amp; Sort through Data Fields, <\/i><\/b><span style=\"font-weight: 400;\">and <\/span><b><i>Redesigned Deals in our <a href=\"https:\/\/www.nimble.com\/mobile-crm\/\">Mobile<\/a> Apps!<\/i><\/b><\/p>\n<hr \/>\n<p><span style=\"font-weight: 400;\">Keep an eye out for upcoming Nimble Updates and don\u2019t forget to read about our latest updates by checking out our <\/span><a href=\"https:\/\/www.nimble.com\/blog\/category\/product-updates\/\"><b><i>Product Updates Blog<\/i><\/b><\/a><span style=\"font-weight: 400;\">!<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For a complete Nimble&#8217;s Deal Feature Overview, feel free to read our <\/span><a href=\"https:\/\/support.nimble.com\/en\/articles\/6695934-nimble-s-deal-feature-overview\"><b><i>Nimble Deals Overview Support Article<\/i><\/b><\/a><i><span style=\"font-weight: 400;\">.<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">If you have any questions, please write to us at <\/span><a href=\"mailto:care@nimble.com\"><b><i>care@nimble.com<\/i><\/b><\/a><span style=\"font-weight: 400;\">, initiate a chat from this FAQ, or join one of our <\/span><a href=\"https:\/\/www.nimble.com\/company\/webinars\"><b><i>Nimble Onboarding and Best Practices<\/i><\/b><\/a><span style=\"font-weight: 400;\"> sessions, held every weekday at 9 AM PT.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We are excited to announce that Nimble has completely redesigned our Deals Pipeline feature!\u00a0 Our Nimble Development Team has been working diligently to provide our Nimble Community with a Completely Redesigned User Interface and Powerful Features to support growth for [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":28263,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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