This guide will walk you through the process of using Deals on Mobile in Kynection.
1. Select Deals
Firstly select Deals from the Main Menu on Mobile.
2. All Open Deals
This page will show you all the different Deals in the system. This first section will show you all the open deals.
3. Deals by Stage
The next section will show all the deals grouped together by stages. Only stages with at least 1 open deal at that stage, will be shown.
4. View Deals
To view a list of deals, select one of these sections.
5. Open Deals
You will see all the relevant deals listed like so.
6. Search and Sort
You search and sort the deals by using either of these two options.
7. create new deal
You can create a new Deal by click this + button.
8. View Deal
To view an existing deal select it from the list here.
9. Deal Details
Here you will see the details of the deal, including any custom fields that have been filled out.
10. Edit Details
To Edit these Deal Details, select the edit pencil from the toolbar.
11. Edit Details
From this screen you can edit any information about the quote, such as the name, the stage, the Amount, etc.
12. return to deal
When you are done, You can return to the main deal page by pressing the tick button
13. Add Items
You can attach various records to a deal as it progress, things such as Quotes, Forms, Notes, Files and others. To add these items, press the + button.
14. Select Items to add
You will be shown all the options for things to add to the Quote, for Forms to show, some forms must be set up to be linked to the deals.
15. Activity Tab
If you wish to view some of the items you have added to the Deal, you can return to the main Deal view, here you will see two tabs, one is the info tab, which we are currently viewing, and the other is the activity tab. Select the activity tab.
16. Added Items
Here you will see all the items you have added to the Deal, grouped by type. Such as Forms, Notes, Quotes, etc, will all have their own section, you can select that section to view all the records within it.
17. Closed Deals
When deals are completed, they are either closed as Lost or Won, once closed they will be removed from the top lists and be added under the Closed section. To view those closed deals, select the Closed panel
18. Won or Lost
Here the closed deals will be seperated by their Won or Lost status, you can switch between these two lists by using the tabs.
19. Closed Deals
In either list, you will see all the closed deals of that type, grouped up by month.
Thanks for watching this guide on the Mobile Deals in Kynection.
In_Sales_BL_OV-FY24 Release 1 - Mobile Deals_14/10/2024-V1