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    Deals on the go
    • 11 Dec 2024
    • 1 minute read
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    Contents

    Deals on the go

    • Updated on 11 Dec 2024
    • 1 minute read
    • Contributors
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    Article summary

    Tap Deals deals__1_.png on the bottom bar to get a holistic view of what’s going on in your deals.

    Open your boards and drill into what you need: sort the deals list by activity, amount, stage, account name, owner, close date, or future call scheduled, and filter by team or person, status, or closing period. Tap a deal to go to the account's screen with that deal shown at the top.

    Go here for more information on deals.

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