How do I create 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.

You can create a deal from a contact's profile page or you can create a deal from a pipeline. In order to create a deal, your device must be connected to the Internet. It is not possible to create deals on a mobile while offline.

In this article, we'll discuss:

How to create a deal from a contact's profile screen

1. Using the search function, locate the contact you wish to work with.

2. Tap the contact's name to open their profile page.

4. Tap the green action button.

5. Tap the "Add Deal" option.

6. Using the keyboard on your mobile device, enter the following information:

  • Deal Title
  • Value
  • Currency
  • Pipeline
  • Stage
  • Deal owner

You can also change the primary contact on the deal by tapping the primary contact's name.

7. Tap "Create."

The deal can be accessed/managed from the primary contact's profile screen as well the Deals overview screen.

How to create a deal from a pipeline

1. From the deals overview screen, tap the green action button.

2. Tap "Add Deal."

3. Using the keyboard on your mobile device, enter in the following information:

  • Deal title
  • Value
  • Currency
  • Pipeline
  • Stage
  • Deal owner
  • Primary contact

4. Tap "Create."

The deal can be access/managed from the Deals overview screen as well as the primary contact's profile screen.

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