[Video] Deals CRM mobile app overview

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

  • Plus
  • Professional
  • Enterprise

Lite plan accounts can use the app to access and manage contacts.

In addition, the Deals CRM mobile app supports iOS 11 and higher.

The beta version of the Deals CRM mobile app is available for Android and new features will be added regularly.

 


The Deals CRM mobile app makes it easy for you to manage your Deals and contacts on-the-go.

Once you've logged into the application, you will be able to:

  • Create, manage, and communicate with contacts
  • Review your pipelines
  • Create and close deals
  • Create and manage tasks 
  • Access account settings
  • Contact support

View the ActiveCampaign Deals CRM app in the Apple store

Click here to learn how to install the ActiveCampaign Deals CRM mobile app.

Note: Because this app pulls live data from your account, you’ll need an Internet connection to use it.

Contacts overview

When you first log into the app, you will see the Contacts overview screen. All contacts from your account will be listed here. 

From this screen, you can:

  1. Search for contacts using the search field. You can search for them by name, email or tags
  2. Tap a contact's name to view and edit their information
  3. Tap the green action button to add a contact, add a deal, or add a task

Contact profile

You have the ability to view a contact's information. Their profile screen will display the following:  

  • Avatar image
  • First name
  • Last name
  • Email address
  • Phone number
  • Organization
  • Custom field(s)
  • Contact score(s)
  • Tag(s)
  • List association(s)
  • List status: Subscribed, Unsubscribed, Bounced, Unconfirmed
  • Link to social profiles: Twitter, Facebook, and LinkedIn

From this screen, you can:

  1. Tap edit to update or delete the contact
  2. Tap the email icon to send a one-to-one email to the contact
  3. Tap the phone icon to call the contact (if they have a phone number listed in the system phone field)
  4. Tap the green action button to call the contact, send a one-to-one email, add a deal, add a task, or add a note

From the contact profile screen, you will be able to access their tasks, deals, and emails & notes.  

Contact: Tasks

This screen will include all deal tasks and contact tasks associated with your contact. From here you can:

  1. Tap "Edit" to update or delete the contact
  2. Tap a task to view and edit its details
  3. Tap the completion circle to mark the task as complete
  4. Tap the green action button to call the contact, send them a one-to-one email, add a deal, add a task, or add a note

You can also:

  • Swipe a task to the right to mark it as complete
  • Swipe a task to the left to either call or send a one-to-one email to the contact

Note: Swiping requires iOS 11 or higher.

Contact: Deals

This screen will display all deals for your contact. This includes deals that are Open, Won, or Lost. This will also include all deals that the app user has permissions to view.

From here, you can:

  1. Tap "Edit" to update or delete the contact
  2. Tap a deal to view and edit its details
  3. Tap the green action button to call the contact, send them a one-to-one email, add a deal, add a task, or add a note

You can also:

  • Swipe a deal to the right to mark it as "Won"
  • Swipe a deal to the left to mark it as "Lost"

Note: Swiping requires iOS 11 or higher.

Contact: Emails & Notes

This screen will display all notes and emails sent to your contact. Emails displayed here include campaigns, automation emails, one-to-one emails, and emails related to an open deal.

From here, you can:

  1. Tap "Edit" to update or delete the contact
  2. Tap an email to view its content
  3. Tap the green action button to call the contact, send them a one-to-one email, add a deal, add a task, or add a note

In order to see notes for your contact, you may need to scroll down the Emails & Notes screen.

Tap the note to view or edit its content. 

Deals overview screen

The Deals overview screen will display all open deals assigned to you, by default. They will be grouped by pipeline.

Note: You can view deals assigned to other deals owners via the search bar on the Deal overview screen or from the associated contact's profile. Please note that in order to view these deals, you will need permission to see them. In addition, you can access Deals marked as Won or Lost via the search bar or from the associated contact's profile page.

From this screen, you can:

  1. Tap the pipeline dropdown to view deals assigned to you in a different pipeline
  2. Tap "Group By" to view deals by next action or stages
  3. Use the search field to find a deal
  4. Tap a deal to view and edit its details
  5. Tap the green action button to add a contact, add a deal, or add a task

 

You can also:

  • Swipe a deal to the right to mark is as "Won"
  • Swipe a deal to left to mark it as "Lost"

Note: Swiping requires iOS 11 or higher.

Deal info screen

The Deal info screen will display the following information for an individual deal:

  • Deal name
  • Deal Value
  • Deal Status (Open, Won, or Lost)
  • Pipeline
  • Stage
  • Primary Deal Owner
  • Date created
  • Deal score (if applicable)
  • Link to secondary contacts (if applicable)

From this screen, you can:

  1. Tap "Edit" to update or delete the deal
  2. Tap the status dropdown to mark the deal as "Won" or "Lost"
  3. Tap the pencil icon to update the deal stage
  4. Tap the email icon to send a one-to-one email to the primary contact on the deal
  5. Tap the phone icon to call the primary contact on the deal
  6. Tap the primary contact to view and edit their profile page
  7. Tap the green action button to call or send a one-to-one email to the primary contact on a deal, add a task, or add a note

In addition, you will be able to access the following for each deal:

Deals: Tasks

This screen will include all tasks associated with that specific deal. This will not display contact tasks.

From here you can:

  1. Tap "Edit" to update or delete the associated deal
  2. Tap the Deal Status dropdown to mark the associated deal as Won or Lost
  3. Tap the completion circle to mark the task as complete
  4. Tap a task to view and edit its details
  5. Tap the green action button to call the contact, send them a one-to-one email, add a deal, add a task, or add a note

You can also:

  • Swipe a task to the right to mark it as complete
  • Swipe a task to the left to either call or send a one-to-one email to the contact

Note: Swiping requires iOS 11 or higher.

Deals: Emails

This screen will display all emails sent to the primary contact on the deal. Emails displayed here include campaigns, automation emails, one-to-one emails, and emails related to an open deal.

From this screen, you can:

  1. Tap "Edit" to update or delete the associated deal
  2. Tap the Deal Status dropdown to mark the associated deal as Won or Lost
  3. Tap an email to view its content
  4. Tap the green action button to call the contact, send them a one-to-one email, add a deal, add a task, or add a note

Deals: Notes

This screen will display all notes related to that specific deal.

From here, you can:

  1. Tap "Edit" to update or delete the associated deal
  2. Tap the Deal Status dropdown to mark the associated deal as Won or Lost
  3. Tap a note to view and edit its content
  4. Tap the green action button to call or send a one-to-one email to the primary contact on the deal, add a task, or add a note

Settings screen

The Settings screen in the mobile app will display your account information, time zone, and langauge. We'll also provide links to our Terms of Service and Privacy Policy.

From here, you can:

  1. Tap the "Account Info" box to update your first name, last name, login email, and phone number
  2. Tap "Contact Support" to submit a ticket
  3. Tap "Log out" to log out of the app
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