PipelineDeals Help Center
The iPhone App is a great way to manage your sales pipeline on your iPhone. It is a native iPhone app that enables you to add Companies, Deals, People, Tasks, Events and Activities.
This article covers the following topics:
- How to download the PipelineDeals iPhone App
- Daily Agenda
- Viewing and Editing Companies, Deals and People
- Sales Pipeline
- Push notifications for Events
How to download the PipelineDeals iPhone App
To download the iPhone app, click here.
When you sign in to the iPhone app you will see your Daily Agenda. You can access the navigation by clicking the menu button in the upper-left corner of your screen. Here you can access your Daily Agenda, Companies, Deals, People, Sales Pipeline and Settings.
Your Daily Agenda serves a way to see your Tasks and Events that are Late, due Today or sometime in the future. Add Tasks or Events by clicking the plus (+) icon in the upper-right corner of your screen. You can also filter your Daily Agenda by clicking the filter icon in the upper-right corner to see items due by other users in your account. Click the checkbox to complete your Tasks and Events.
Viewing and Editing Companies, Deals and People
You can view or edit Companies, Deals or People by tapping on the corresponding links in the navigation. The list of Companies, Deals or People will appear alphabetically on each page. Navigate through your list by tap, hold and dragging the list up or down. Tap onto a specific item to open up that page.
Person Profile Page
On a person profile you can Edit (1), view associated Tasks and Events (2), Email (3), Call (4), find their location in Maps (5), Add Deal (6) and Add Activity (7).
Company Profile Page
On a company profile you can add a person to the company (1), add a deal, or add an activity. You can also view details about the Company.
Deal Profile Page
From a Deal profile page, you can add a person or activity, review To-Do items, and view details about the deal.
The Sales Pipeline provides a quick view of the number of deals that are active (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 (1).
Push notifications for Events
You can receive push notifications on your iPhone for events assigned to you in PipelineDeals. You enable notifications by visiting Settings within the navigation.