How do I edit a deal using the Deals CRM mobile app?

The Deals CRM mobile app is available for accounts on the following plans:

  • Plus
  • Professional 
  • Enterprise

In addition, the Deals CRM mobile app supports iOS 10 and higher.

With the ActiveCampaign Deals CRM mobile app, you can easily edit the following properties for a deal:

  • Deal title
  • Value
  • Currency
  • Pipeline
  • Stage
  • Status
  • Owner
  • Primary contact
  • Add/change secondary contacts

1. From the Deals overview screen, tap the deal you wish to edit.

2. Tap "Edit."

3. Tap each property you wish to edit.

4. Tap "Save."

The changes you made to the deal will automatically be reflected.

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