View Account Deals or Deals Shown on Mobile

  • Published on Aug 24, 2023
  • 1 minute(s) read
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VIEW DEALS

To view an account’s deals,

  1. Tap on an account from any account list or from search results, you will be on the account details screen.

  2. Navigate to the deals cube using the swipe navigation or the … menu.

  3. If there are many deals, you can use the search, sort or specialized stage filter to find a specific deals.

  4. Tap on the deal to view its details.

VIEW DEALS SHOWN

To view deals you’ve shown an account,

  1. Tap on an account from any account list or from search results, you will be on the account details screen.

  2. Navigate to the deals shown cube using the swipe navigation or the … menu.

  3. You can use the search or sort to find a specific deal.

  4. Tap on the details to view more such as indiciation of interest or comments.