How to add a deal in our mobile app?
You can add, edit and remove deals related to a contact in OnePageCRM's mobile app.
This help article is available for iOS and Android users.
< p="">
Add a deal in the iOS app

- Type name of the deal in the Deal name field
- Specify an estimated deal amount in the Amount field
- Specify an estimated deal amount in the Cost field to calculate the margin of your deal (Optional)
- Select an Expected close date, this is good to help focus on deadlines.
- Set Deal stage. Assign a percentage as to the probability of closure and track the progress of a deal until it's won or lost
- Select any Deal custom fields you have set up to assign specific information to a deal (Optional)
- Add a Note for the deal (Optional)
- Attach documents from your computer, Google Drive or Dropbox
- Pick a deal owner from the Owned by drop-down list. By default, this is set to Me
- Select the check box to add Commission, Deal Items or to make this a Multi-month deal


Add a deal in the Android app


- Type name of the deal in the Deal name field
- Specify an estimated deal amount in the Amount field
- Specify an estimated deal amount in the Cost field to calculate the margin of your deal (Optional)
- Select an Expected close date, this is good to help focus on deadlines.
- Set Deal stage. Assign a percentage as to the probability of closure and track the progress of a deal until it's won or lost
- Select any Deal custom fields you have set up to assign specific information to a deal (Optional)
- Add a Note for the deal (Optional)
- Attach documents from your computer, Google Drive or Dropbox
- Pick a deal owner from the Owned by drop-down list. By default, this is set to Me
- Select the check box to add Commission, Deal Items or to make this a Multi-month deal

