Nimble has released a major update to our Deals Feature. To learn all about this, check out this article: Nimble's Deal Feature Overview
You may have noticed that your existing deals do not appear in the new UI. But do not worry, they are still intact and present under Legacy Pipelines.
If you're interested in migrating your deals to the new UI, we've made this process very easy. Just visit your Settings >> Deals Pipeline, choose the pipeline you'd like to migrate then choose "Migrate Pipeline".
Only the Account Admin can do this at this time.
That's it. Your pipelines and deals will be transferred to the new UI.
Delete Older Pipelines
Once the pipeline is migrated to the new UI, Nimble will not delete the older pipeline. If you want to delete it, you can do this by going to Settings >> Deal Pipelines.
Choose the pipeline you'd like to delete under "Old Pipelines" then choose the trashcan icon at the top.
It will not affect the deals/pipelines that were converted.
If you have any questions, please write us at email@example.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.