Create and Customize Deal Pipelines
Elevate your sales processes with deals. Deals are perfect for capturing longer sales, predictions, reports, etc. Start by creating a Deals pipeline. You can learn more about this here: Create and Manage Multiple Custom Pipelines in Nimble
In this step, you'll learn the following:
Explore sample deals pipelines (To load sample data, go to the Onboarding tab and toggle the switch in the top-right corner next to 'Sample data' to the right)
Explore Sample Data
Nimble enables you to load sample data for your Deals so that you can get an idea of what an active populated pipeline looks like. To enable the sample data, just toggle the switch to the right:
Inspect the detailed view of a deal
This step of Deals onboarding will include a breakdown of a deal pipeline and a deal record:
For full details, check out the following support article: Nimble's Deal Record Overview
Explore Reports
Reports are pulled from the deals you create. You can learn all about them here:
Reports tab. Reporting sample data is available under the Reports tab and you may alter the filters to adjust the different graphs.
Create a deal pipeline
Create a deal pipeline from scratch or use one of our Vertical Industry Deal Templates specific to your business including Insurance, Real Estate, Automobile, Business Consulting, Financial Services, Legal Services, Non-Profit Fundraising, and Mortgage Brokers!
For more information about Deal Templates, check out the following:
Create your first Deal
After completing the previous steps, you can now create your first deal.
Learn more here: Nimble's Deal Tab Overview
If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.