The implementation of Deals Layout is not only applicable on the Website, but also applies to CRM Mobile. Here is the implementation flow of Deals Layout on mobile that you can learn.
- Log in to your Mobile CRM account.
- Then select the Deals menu.
- Then click on one of the existing Deals. In Deal details, click the following icon.
- Then a Select view will appear containing the team from the Deals Layout that was previously created on the Mekari Qontak CRM Website. After selecting a team, click "Save".
- After adjusting your team, on the following Deal details page, click the three-dot icon.
- Then click “Edit deal”.
- Then you can edit the Deal according to the layout display that has been set previously. If it has been edited, click "Save changes".
This is the implementation of Deals Layout on mobile CRM. Learn how to manage Deals Layout on the CRM web here.
