View and edit your deal fields from the mobile app.

To edit a deal,

  1. From the bottom navigation of the app, click Deals. The list of deals appears.

  2. Click a deal of your choice. The deal details page appears.
  3. Click the pencil icon or the three dots icon on the top and click EditThe Edit Deal overlay appears.
  4. Edit the field/s of your choice, for example, Name, Deal value, Account name, Related contacts, Deal pipeline, Sales owner and more. Click the tick icon on Android or the Save button on iOS.
  5. You will receive a ‘Deal edited’ message and land on the details page of the deal.