How to create and track deals in the pipeline from the app
Open a deal for a customer, move it between pipeline stages, and mark it as won or lost, all from your phone.
1 min readBasicUpdated on November 12, 2026
Video lesson coming soon. For now, follow the steps below.
The app's Pipeline shows open deals by stage, with the value of each one. On the deal screen, you can change the stage, call the customer, and close the deal.
Before you start
- The Sales module needs to be on your plan and turned on.
Step by step
- Step 1:
On the Sales tab, under Pipeline, view the open deals, the total, and the stages with the value of each one. To change the stage without opening the deal, press and hold the card and drop it on the right stage, in the panel that appears.
- Step 2:
To open a deal, tap New, search for the customer by name and tap them (or create one in New contact).
- Step 3:
On How much is it worth?, enter the Value (optional), the Title, and the Stage. Tap Create deal.
- Step 4:
Tap a deal to open it. On Stage, tap the stage you want to move it to: the highlighted one is the current one.
- Step 5:
When the customer closes the deal, tap Won; if they back out, tap Lost and give the reason. A closed deal can be reopened on the same screen.
How to know it worked
The deal appears in the chosen stage, with its value added to the pipeline total. Wins count toward the month's sales results.
If something goes wrong
The stages don't match how I sell.
The pipeline stages are set up in the web dashboard, under Deals. The app follows the same pipeline.
Next step
Track leads from lead capture right from the app.
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