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

1

In the Pipeline tab, select Quick Edit.

2

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

1

In the Pipeline tab, select the floating edit sign found on the bottom right of your screen.

2

Use the plus (+) and minus (-) buttons to change Stages and Expected Close dates for deals  → Hit the tick icon to save.

Click on the deal and select the  pencil icon to edit and the  bin icon to 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.