We know that you're not always near a computer when it's time to update a deal. 

Learn how to use Deals on Android and iPhone to manage your sales pipeline while you are in the field. 

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. 

If you have any questions, please send us an email at care@nimble.com or join us for our Q&As Monday - Friday from 9AM - 9:30AM PT. Register here:http://www.nimble.com/company/webinars/

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