Overview
Work your pipeline and task list on the go with full read/write access.
1. Open Tasks on mobile
1) Tap the hamburger menu > Tasks.
You’ll see everyone’s tasks by default (filterable).
Complete or reschedule from your phone.
2. Open Deals on mobile
1) Tap the hamburger menu > Deals.
You’ll see the same columns, values, assignees, and days-in-stage.
This mirrors the desktop pipeline.
3. Update a deal from mobile
1) Open a deal to add notes, products, files, or tasks; use the three dots to Won/Lost/Archive.
You’ll see changes sync to desktop immediately.
Mobile keeps momentum with customers.
4. Create a deal on mobile
1) Tap + and fill Lead Source, Customer Name, Title, Amount, Pipeline, Assignment, Stage, and Description.
You’ll see the new deal appear in the chosen stage.
You can create while on the lot or in the field.
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