Deal Records

Use our app to keep track of your Deals. Deals are viewable in classic Map View, List View, or as Groups.

You can associate Deals with other Records, add them to Groups and filter them by size and and stage to help you strategize your next move. 

Deal Record details include the list of fields below. Keep in mind that you can add Custom Fields to better meet the needs of your business.

• Deal name
• Associated Company
• Stage
• Funnel
• Amount
• Score
• Closing Date

Deal Funnels and Stages are viewable on the mobile app but can only be created from the web. Refer to Deal Funnels and Deal Stages articles to learn more.