Don't let being away from your computer interfere with your ability to create and update deals. With Nimble's mobile app for Android and iPhone, you can manage your sales pipeline on the go without missing a beat. This article will provide you with the tools and knowledge you need to utilize Deals in the Nimble app, regardless of where you are, keeping your business moving forward. Let's dive in!
Features and Benefits:
Ability to take your sales opportunities with you on the go
Option to create and update deals from anywhere
Easily manage all activities pertaining to deals including tasks, messages, calls, etc.
Stay in contact with your important clients by sending messages, scheduling follow-up opportunities, and more
Ability to easily attach related content/files to deals in the Android app
Keep a log of all the changes made to a deal
The Android App is available for download on the Google Play Store!
The IOS App is available for download on the App Store!
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
A custom field on your Deal card lets you capture vital information personalized to each Deal. To add a custom field, you must first add it on the desktop version of Nimble. On the mobile view of your Pipelines, you will not be able to add new custom fields to a Pipeline. But in Edit mode on mobile, you can update them.
Change Log Feature
Nimble will keep a log of all the changes made to a deal record as well as the date they took place. These changes can include stage changes, updates to a field, related contacts added, privacy changes, etc.
To see these, scroll down to the Change Log section within the deal. To see the full list, click the dropdown arrow.
How do I update or close a deal?
Select the 3 dots “...” button on the top-right of your screen then choose "Status". You'll then have the option to close the deal as Won/Lost. Choose the pencil icon to Edit the Deal and change the deal stage.
How do I add Tasks, Events, or Notes to a Deal?
Go to the Deal record and click Schedule or Log. You will then have the option to schedule or log a task, event, call, or custom activity type. To log a note, just click the "Note" form.
How do I send/view messages on a Deal record?
Sending and viewing messages from a deal record is easy. Just click the "Message" form to start composing your message.
Messages will appear on the deal under "Past Activities"
View and Edit Deals from the Contact Record
You can also add deals to a contact record. To do this, visit the contact record and click "Deal". You'll then be able to choose a pipeline, name the deal, assignee, stage, amount, etc. When ready, click "Create".
The deal will display on the contact record, in Quick Nav >> Interactions >> Deals.