How can I add a new deal in the Vtiger CRM mobile app?

You can create a deal in the following ways:

• From Deals’ Kanban or List View
• Using Quick Create

From Deals Kanban or List View
Follow these steps to create a deal from the Kanban or List View via the App:

• Log in to your CRM account.
• Go to Dashboard.
• Go to the Sales module.
• Select Deals.
• Click the Kanban or List View Icon.
• Click the Add icon.
• Fill out the necessary data fields.
• Click Save.

Using Quick Create
Follow these steps to create a deal using Quick Create:

1. Log in to your CRM account.
2. Go to Dashboard.
3. Click the Add icon displayed below the CRM screen. All the modules will be displayed under the Quick Create drop-down.
4. Select Deal from the drop-down.
5. Enter all the mandatory details.
6. Click Save.