How to manage your pipeline in our Mobile app?
Manage your pipeline on the go with our Mobile app.
This help article is available for iOS and Android users.
Manage your pipeline in the iOS app
In the Pipeline tab, select Quick Edit.
Use the plus (+) and minus (-) buttons to change Stages and Expected Close dates for deals → Hit Save.
To edit a deal, click on it → Edit.
To delete a deal, swipe the deal to the left → Delete.
Note: You can filter your pipeline by deal stages, won or lost deals, team members, saved filters, and tags.
Simply click on Filter By and select the criteria required.
Manage your pipeline in the Android app
In the Pipeline tab, select the floating edit sign found on the bottom right of your screen.
Use the plus (+) and minus (-) buttons to change Stages and Expected Close dates for deals → Hit the tick icon to save.
Note: You can filter your pipeline by deal stages, won or lost deals, team members, saved filters, and tags.
Simply click on Filter By and select the criteria required.
