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Deals

Track every deal from ongoing to closed, with its value and commission.

  1. 1Your deals

    Open Deals from the Deals card on the home screen. Switch between Ongoing, Completed and All 1.

    The summary 2 totals the value and commission of the deals listed. Tap + 3 to add a deal.

    Deals list123
    Deals list
  2. 2A deal

    The deal page shows the value, commission and percentage, the client, and key dates. Update Status marks it completed or lost - the lead's status follows.

    Deal details
    Deal details