TermSheet offers a mobile app to iOS users to view critical deal data on-the-go.
💡Things to Consider
TermSheet on Android is not currently available. The mobile app is currently only available on iOS devices.
🔒Permissions
Mobile permissions are controlled by the Role designated on TermSheet web.
⚙️Steps
- Log in to the mobile app using the same login credentials used to access TermSheet on web. If the workspace is SSO enabled, type the name of the workspace domain, then select Submit.
- The last pipeline viewed will open automatically. Navigate between pipelines using the dropdown arrow next to the view name.
- Tap the + icon on the deal list view to add a new deal to the view.
- Tap a deal to view Deal Details. Tap the tabs to navigate to deal subtabs to view additional information.
- Tap any tool at the bottom of the screen to navigate to different TermSheet tools including Properties, Contacts, and Settings.
- From the Contacts tool, users can initiate calls and emails from the contact record.
