Manage pipeline in mobile CRM (iOS and Android)
Manage your pipeline on the go with our Mobile app.
In this article:
| iOS |
| Android |
Manage your pipeline on iOS
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.
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 on Android
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.
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.
