Edit a Deal on Mobile
- 23 Aug 2023
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Edit a Deal on Mobile
- Updated on 23 Aug 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
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VIEW AND EDIT A DEAL
Once you have tapped on a deal from deal list, you can navigate it by the following.
Tap on < to go back to deal list.
Tap on Snapshot, Details, Activity Feed to view more details.
SNAPSHOT
The snapshot tab can display overview information such as next steps, buyer list stages, key metrics like products, deal team members, current status and expected revenue. You can tap on the hamburger menu and switch to a different tile to display.
DETAILS
The detail tab displays all the fields on the details and financials tab on the Tier1 Deals application. Tap on a field and edit it and use the cancel or save buttons at the top.
ACTIVITY FEED
You can view the deal tasks, meetings and call reports on the activity feed.
Known Issues and Limitations |
|---|
You can only create and edit basic deal details, you must use Tier1 Deals to manage the working group, products, buyer list, and revenue. |
On activity feed, you can tap on the call report to view or edit it. Tapping on the tasks and meetings to view/edit it is not supported yet. |
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