Creating and managing deals with Android

all Sell plans

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 contains the following sections:

Converting a lead into a deal 

Go to the lead page that you want to convert to a deal and click Convert Lead. 


Make sure that the Create a Deal from Lead field is toggled on. Enter a name for the deal and choose the pipeline. Click the tick icon to convert.


Adding a deal from an existing contact

Go to the contact page that you want to add the deal to. Click Deals and the + icon.


Enter a name for the deal, the value and any other information.  Click the tick icon to save.

Creating a deal from the Today (Dashboard) page

From the Today page, click the + icon to create a deal.


Managing deals

Moving a deal through stages

You can move a deal through stages from the Deal page, in Info.  Click on your current stage to change to a different stage. 


Adding associated contacts to a deal

From the Deal page select Contacts. Click the + icon.


Search for a contact to add to the deal and click on the contact name. 


To remove an associated contact from the deal, go to the Contacts tab and click the x icon to the right of the contact.