Deals on the go

Tap Deals on the bottom bar to get a holistic view of what’s going on in your deals. Separate fact from fiction, nail forecast accuracy, and close more 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.