PipelineDeals Help Center
The PipelineDeals Android app is a great way to access your PipelineDeals account on your mobile device. The app makes it simple to add and update existing People, Deals, Companies and Calendar entries from the palm of your hand.
This article outlines the features you will find in the Android App.
- How to download the PipelineDeals Android App
- Daily Agenda
- Viewing and Editing Companies, Deals and People
- Sales Pipeline
- Push notifications for Events
How to download the PipelineDeals Android App
To download the Android App, click here.
When you sign in to PipelineDeals from the Android App, you will be taken to the Daily Agenda. You can access the Navigation menu by touching the icon in the top-left corner. From the Navigation menu, you can access your Daily Agenda, Companies, Deals, People, Sales Pipeline, and Settings.
The Daily Agenda provides a list of Tasks and Events in your account, as well as the date that they need to be completed. You can add new Tasks and Events by clicking the 3 stacked squares icon in the upper-right corner of the screen. To filter the Daily Agenda for a specific user or time, click the filter icon in the upper-right. Once you have the time frame and user you would like to filter for, click the Save button in the top right. To mark a task or Event complete, click the box to the left of it's name.
The Daily Agenda also allows you to easily access information about the Person, Deal, or Company the task or event is associated with. Slide the name of the entry to the left to view phone number, email address, and location.
Viewing and Editing People, Deals and Companies
The App can be used to view and edit People, Deals, and Companies simply by touching the name of the category. Once you are in the People, Deal or Company section, the records from your account will be ordered alphabetically here. You can scroll up and down through the list to find a specific Person, Deal or Company – or use the search bar to type the name of the record. To access any of the filters you have saved in your account, click the filter icon and select the filter you would like to view.
Person Profile Page
On a person profile you can Edit (1), view associated Tasks and Events (2), Call (3), Email (4), find their location in Google Maps (5), Add Deal (6), and Add Activity (7). To edit a Person's details, touch the icon in the top-left corner.
Company Profile Page
On a company profile you can add a person to the Company, add a Deal, or add an Activity. You can also view additional details about the Company.
Deal Profile Page
From a Deal profile page, you can add a Person or Activity, review To-Do items, and access other details about the deal.
The Sales Pipeline provides a quick view of the number of Deals that are in an active stage (not won or lost) in your PipelineDeals account. You can also see the total value of your sales pipeline. You can filter the owner of the deals by clicking the filter icon in the upper-right corner of your screen.
Push notifications for Events
You can receive push notifications on your Android for events assigned to you in PipelineDeals. You can enable notifications through the Settings within the navigation.