Deals

The Deals mini-app allows you to keep track of Deals and Opportunities from Act! and DejaOffice PC CRM.

You can manage your Deal Stages, Deal Close and Open Dates and add New Deals from your Phone.

Add a new Deal by tapping the plus sign icon in the top right corner of the screen.

Add a Subject for your Deal.

You can set a Location, Link a Contact, Set an Open Date, a Close Date, set Sales Stages and add Costs and Totals.

Add people from your contact list associated with the Deal, to note who the deal is with.