View and edit the related deals of a contact from the mobile app with the following steps.

  1. On the home screen, click Contacts.

  2. In the contacts list view, choose a contact. The details page of the contact appears.

  3. Click the More tab, and go to 'Deals'

  4. Click the deal you want to edit. Go to Deal fields to view the details.
  1. You can change the deal stage and view - activities, emails, notes/voice notes, tasks, appointments, call logs, and files related to the deal.

  2. Click the Floating Actions button to add files, notes, tasks, appointments, and call logs related to the deal.

  3. Click the back icon to land on the contact details page of the contact for which the deal was modified.

  4. Click the three dots icon on the top to edit the deal details.

  5. Click the tick icon to save the details