Creating and Managing Deals - Android

If you're an Android user and haven't downloaded the Base mobile app, head over to the Google Play store to install the app on your mobile device to get started with managing your Leads, Contacts and Deals on the go!

There are multiple ways to create Deals in your mobile app. Managing your deals directly from your mobile will enable you to capture activities in real-time, providing you accurate insight on deal stage duration, conversion rates, and etc. 

Convert a Lead into a Deal 

Navigate to the Lead card to convert into a Deal and click on Convert Lead. 

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Make sure Create a Deal from Lead is toggled on to green. Name the Deal and choose the appropriate pipeline (if there are multiple), then click on ✓ to convert.

Add a Deal from an existing Contact

Navigate to your existing Contact card and click on Deals & .

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 Complete Deal Name, Value and any other pertinent information about your Deal and click on ✓ to save.

Create a Deal from Today

Managing Deals

How to move a Deal through stages

Navigate to your Deal Card and click on your current stage to change to a different stage. 

Add additional Associated Contacts to a Deal

Navigate to the Deal and click on Contacts & click on .

Search for a Contact to add to the Deal and click on the Contact name. 

To remove an Associated Contact from the Deal, click on the x to the right of the Contact in your Deal, CONTACTS tab. 

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Add Products to a Deal

Navigate to the Deal and click on Product & .

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Select a product and edit selling price and quantity and click on ✓ to save.

To delete a product, click on the specific product you’d like to delete and click on Screen_Shot_2017-10-25_at_2.45.03_PM.png and Delete Product.