Deals can be viewed, edited, and created with ease on the iPhone app. Adding deals to Follow Up Boss helps you keep track of deals and the commission earned.  

How to Navigate Deals

1. Click Deals in the lower right-hand corner

2. To Filter Deals, click the Three Horizontal Lines in the upper left

3. Choose the desired Deal Status (current, archived, all)

4. Select the Specific Team or User  

5. Once your selections have been made, you will be routed to the Deal report 

6. Click on the Deal Pipeline at the top of the page to toggle between each pipeline 

7. Tap on the Deal Stage to view the Deals in detail

Creating a Deal

1. Click Deals in the lower right-hand corner

2. Tap on the Deal Pipeline at the top of the page to toggle to the desired pipeline 

3. Select the appropriate Deal Stage > + Icon in the upper right-hand corner

4. Fill out the Deal Information > Create

Editing A Deal 

1. Click Deals in the lower right-hand corner

2. Tap on the Deal Pipeline at the top of the page to toggle to the desired pipeline 

3. Select the appropriate Deal Stage > Click an Individual Deal to Edit 

4. Complete the Edits (includes the option to archive and delete the deal) > Save