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Overview


Requirements

Web App

Add Deal

On the side bar you will see "Deals" click that link. You should now see "Click a deal stage header" on the top bar. Click on a deal stage header. Start typing your deal name & then click enter.

Delete Deal

Click on the deal that you want to delete. Over on the left sidebar you should see Deal Deal red button.

Deal Delete Button

Confirm delete with clicking the Yes, delete it! blue button.

iOS & Android

  1. Press the Deals tab on the bottom.
  2. You should now see all your deals.

Add Deal Box

You should now see a box that says "Add a deal to (This is your custom deal stage name)". Press on the box & start typing your deal name. When you are done press the "Add" button on the right.

Delete Deal

Right now deleting is not supported on mobile devices.