Freshworks CRM gives you the ability to view and edit the related deals of a contact from the mobile app.

  1. On the home screen, click Contacts.

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

  3. Under the Deals tab, you can find all the deals related to the contact.

  1. Click the deal you want to edit. The details page of the deal appears.

  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.