Freshworks CRM gives you the ability to view and edit the related deals of an account from the mobile app.
- From the bottom navigation of the app, click Accounts.
- In the Accounts list view, choose an account. The details page of the account appears.
- Under the Deals tab, you can find all the deals related to the account.
- Click the deal you want to edit. The details page of the deal appears.
- You can change the deal stage and view - activities, emails, notes, tasks, appointments, call logs and files related to the deal.
- Click the Floating Action button to add files, notes/voice notes, tasks, appointments, and call logs related to the deal.
Click the back arrow to land on the account details page of the account for which the deal was modified.