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Adding deals with your mobile
Adding deals with your mobile

Just met someone with a possible opportunity? Share the love (or lack thereof) with your team while on the go!

Support avatar
Written by Support
Updated over 2 years ago

We all meet interesting people every day and hear their elevator pitches everywhere. With Zapflow you can add deals on the spot with your mobile app and decide right away if you want to pass on it or not. Either way, it’s always good to keep yourself and your team updated. It will also help you remember the encounter later on. 

Instructions for installing the app are here.

To Add deals from your mobile:

  1. Click the three vertical dots in the upper-right corner.

  2. Select “+ Add”.

  3. Amend basic information.

  4. Click “Create”.

  5. The deal now appears in your Deal view.

  6. Decide whether you want to start working on it now, put it on hold or pass the deal using the same vertical dots. 

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