We know that you're not always near a computer when it's time to update a deal.
How do I view my pipeline while on the mobile app?
Open the mobile app and select “Deals” from the bottom right of your Nimble menu.
How do I create a Deal on the mobile app?
Create a Deal by selecting the “+” icon on the top right of the Deals tab from your Android or iPhone.
You may then enter a deal name, relate the deal to multiple contacts and companies, add the amount, expected close date, probability and choose a beginning stage for your deal.
What displays in a Deal?
When you select a Deal, you’ll see: the Person or Company involved in the deal, as well as details such as Amount, Stage, Expected Close Date, Probability of Closing, Deal Assignment, and Creation Date.
How do I update or close a deal?
Select the options “...” button on the top-right of your screen to close the deal as Won/Lost or to Edit the Deal to update the status.
How do I add Tasks, Events, or Notes to a Deal?
Select the Checkmark, Calendar, or Notebook icons to assign a Task, create an Event, or log a Note related to the Deal.