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

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

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

Hit Save to create a deal.

Click on the deal and select Edit to make any changes.

Swipe the deal left to delete.

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

Select Add Deal.

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

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.