Manage pipeline in mobile CRM (iOS and Android)

Easily manage your pipelines on our mobile app by moving deals between stages, searching and filtering opportunities, and keeping your workflow organized.

Quickly edit or delete deals as needed and switch between multiple pipelines to track different sales processes with ease.


OnePageCRM's mobile app is available on both Android and iOS.


In this article:

Move Deals between deal stages Filter the Pipeline
Search the Pipeline Switch between multiple Pipelines

Move Deals between deal stages


1
Tap Pipeline → click into the deal you want to move.

Android | Pipeline page | click into a deal


2
Select the deal stage you want to move the deal to.

Android | Pipeline page | Deal view | Change deal stage


Search the Pipeline

Jump up to Article's Overview ⮝

1
Tap Pipeline → click into the search bar.

Android | Pipeline page | Search bar


2
Search for deal names or contacts associated to the deals.

Filter the Pipeline

Jump up to Article's Overview ⮝

1
Tap Pipeline → click on the Filter icon at the top.

Android | Pipeline page | Filter


2
You can filter by:

  • Pending Deal Stages
  • Won/Lost Deals
  • Team members
  • Saved Filters
  • Tags

    • Android | Pipeline page | Filter | Filter options


    💡 Saved Filters can only be created and customized in the web app.



    Switch between multiple Pipelines

    Jump up to Article's Overview ⮝

    1
    Tap Pipeline → click into Pipeline name at the top.

    Android | Pipeline page | Pipeline name


    2
    Select the Pipeline you want to view.

    Android | Pipeline page | Change Pipeline

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