With the Sell mobile app you can create deals on the go. Managing your deals directly from your mobile enables you to capture activities in real-time, providing you data insights such as deal stage duration and conversion rates.
This article covers the following topics
Converting a lead into a deal
By converting a lead into a deal, you are creating both a person contact and a company contact from the details of the lead.
To convert a lead into a deal
- Go to the lead page that you want to convert to a deal.
- Click Convert Lead.
The Create Deal field toggles to "on".
- Enter a name for the deal and choose the pipeline.
- Click Convert to save.
Adding a deal to an existing contact
You can easily add a deal to a contact directly from the page of the contact.
To add a deal to a contact
- Click Contacts, then click the contact page that you want to add the deal to.
- Click Deals ().
- Click Add (+).
- Enter a name for the deal, the value and any other information.
- Click Done to save.
Creating a deal from the Today dashboard
You can create a new deal from your dashboard.
To create a new deal
- Click the Today page (your dashboard).
- Click Add (+) to create a deal.
You can move a deal through the various stages of the pipeline directly from the Deal page.
To move a deal to the next stage
- Click Deals, then click the deal you want to manage.
- Click the Details tab.
You'll see a slider with the current stage name beneath it.
- Drag the slider to the right to move the deal to the next stage.
(Alternatively) You can change the stage by clicking Edit and selecting a new stage.
Adding and removing associated contacts to a deal
You can add contacts that are associated with the deal, to the deal.
To add an associated contact to a deal
- Click Deals, then click the you want to add an associated contact to.
- Click Contacts.
- Click Add (+) to add an associated contact to the deal.
You can create a new person or company, or choose from existing contacts.
- If you’re adding existing contacts, use the Search field to search for
the contact you want to add to the deal.
(Alternatively) You can scroll to find the contact you're looking for.
- Select the checkbox to the right of their name.
- Click Done to save.
To remove a contact from a deal
- To mark a different contact as the primary contact, or to remove an associated contact from the deal, swipe left on the contact's name.
Adding products to a deal
To add products to a deal
- Click Deals, then click the deal you want to add products to.
- Click on Products ( ), then click Add (+).
- Select a product, then edit the selling price and quantity.
- Click Save.
You can manage your products to update or remove them by clicking on them.