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.

Add a deal in the iOS app

1
Open a contact → Click on the Add Deal button in the Deals section. 

2
Specify the details of your deal: 
  • 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
3
Hit  Save to create a deal.
Click on the deal and select Edit to make any changes. 
Swipe the deal left to delete

Add a deal in the Android app

1
Open a contact → Select the floating  +  sign found on the bottom right of your screen.
2
Select Add Deal.

3
Specify the details of your deal: 
  • 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
4
Hit the tick icon  to create a deal.

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