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Mobile App Contacts, Deals, & Saved Lists

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Maria Herrell
Updated 2 weeks ago
The Pipeline CRM mobile app puts your crucial contacts, deals, and organized lists right at your fingertips, ensuring you're always connected and productive.


1. Contacts: Your Network, Organized

Stay on top of every interaction with your leads and clients.
  • Quick Access to Recent Interactions: By default, you'll see a list of your most recent interactions with individual People.
  • Switch to Companies: Easily toggle to view your recent interactions with Companies instead.
  • Direct Calling & Logging: Tap the phone icon next to any contact to call them directly from the app. After your call, you'll have the option to:
    • Log the call as an activity.
    • Create a follow-up task to ensure next steps are taken.
    • Add detailed notes about your conversation.

2. Deals: Track Your Progress Anywhere

Keep a pulse on your sales opportunities, no matter where you are.
  • Recent Deal Interactions: The "Deals" section defaults to showing your most recent deal activities, so you're always updated on what's moving.
  • Access Deal Profiles: Simply click on any deal to open its full profile page, giving you all the details you need at a glance.

3. Saved Lists: Your Curated Views on the Go

Access your pre-organized contacts and deals for targeted outreach and review.
  • Easy Access: While created on the desktop browser, your custom Saved Lists of People, Companies, or Deals are readily available in the app.
  • Quick Filtering: Use the dropdown menu within the "Contacts" or "Deals" section to select and apply any of your saved lists, instantly narrowing down your view to focus on specific segments.
With these powerful features, the Pipeline CRM mobile app empowers you to stay organized, responsive, and effective in managing your sales pipeline from anywhere.
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