Nimble's Deal feature enables users to track their sales opportunities on multiple pipelines. To ensure the privacy of these deals, the account admin can set up permissions that will enable groups or individual users to access and modify deals.
Account administrators may delegate privacy rights to specific team members under Settings >> Privacy. Admins can also view and edit all Deals in their accounts.
Note: Deal privacy is only available for the Nimble Business plan - Upgrade today!
The first user to start the account is automatically the account administrator. Administrators have full control and visibility over your Nimble account, except for private Twitter messages and email conversations.
All other users are subject to the permissions that have been established by the administrator, such as deal privacy.
Getting Started with Deal Privacy
The privacy settings below may be set for specific users:
View and Edit All Deals - User has rights to view and edit all deals.
View Own Deals - User only has the rights to view and edit deals they created or own.
View All Deals - User may view all team deals, but can only edit their own.
To set these, just go to Settings >> Billing and choose "Manage Users". From here, you can click on "Not assigned" under Individual Permissions.
Setting Up Deal Privacy Rights
Make changes to deal privacy permissions in Settings >> Privacy Settings either to individual permissions or to a group.
Once you are in your Settings, choose the user you would like to change permissions for then select any of the following that applies under the Permission List:
Deal pipeline management
View/Edit Private Deals
How to: Set a deal to private
Similar to contact record privacy, you will see the four privacy options while viewing a deal. These options are:
Private to the owner - Only the contact owner can view and edit
Shared with everyone - Anyone on your account can view and edit
Viewable to everyone - Anyone on your account can view
Custom Privacy - Specific people or groups can view and/or edit
Example - Deal Pipeline View
Click on a deal to display a preview of the record and to be able to change the privacy option.
Example - Deal List View
Example - Deal Profile View
Privacy can also be set upon deal creation
Have another question?
If you have any questions, please write us at firstname.lastname@example.org, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.