Freshworks CRM gives you the flexibility to edit your deal fields from the mobile app.
To edit a deal,
- From the bottom navigation of the app, click Deals. The list of deals appears.
- Click a deal of your choice. The deal details page appears.
- Click the pencil icon or the three dots icon on the top and click Edit. The Edit Deal overlay appears.
- 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.
- You will receive a ‘Deal edited’ message and land on the details page of the deal.