Table of Contents

Using the home screen in the app

Dallas de Marr Updated by Dallas de Marr

The home tab of the Deals Plus application enables you to find Pipedrive content, see recent activities on deals you follow, and set personal notification settings.

Home Screen

Search for Deals

  1. Click the Search button
  2. Type in a search term - you can search for Deals, Organizations, and Contacts
  3. Select a result and view details or take action.

Add Notes

  1. Click the Add Note button
  2. Type in a search term - you can search for Deals, Organizations, and Contacts
  3. Add your note

Create a Deal

  1. Click the Create Deal button
  2. Populate the form with information on your deal
  3. Click Submit to save the deal.

Share a Deal, Contact, or Organization

  1. Click the Share button
  2. Type in a search term - you can search for Deals, Organizations, and Contacts
  3. Choose a channel or user to share the element with
  4. Optional: Add a note to add context.
  5. Click the Submit button to share.

Add Contact

  1. Click the Add Contact button
  2. Populate the form with information on your contact
  3. Click Submit to save the contact.

Add Activity

  1. Click the Add Activity button
  2. Populate the form with information on your activity
  3. Click Submit to save the activity.

View and complete activities

  1. Choose a list from the available options in the dropdown - default is Overdue Activities
  2. Click the Complete button to mark an activity as completed.
  3. Optional: Add a new activity to track next steps.

Choose a default filter list

You can set a default filter you want to see on your home tab, the app remembers your selection for future visits.

Choose from available filter options

Setting a defualt filter

  1. Choose a list from the available options in the dropdown - default is Overdue Activities
  2. Select the desired default
  3. Fill out the additional settings (required for some filters)

Settings

The settings section enables you to specify under what conditions Deals+ will notify you. This is separated into three sections: Deal Updates, Activity Updates, and Options.

  1. Click the Settings button
  2. Select the updates you want notifications for
  3. Click the Save button to save settings.

How did we do?

Get personal notifications for deal activity

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