Close Deals Faster with SalesEdge.io’s All-New Mobile Pipeline & Custom Opportunity Cards

We know your time is valuable — especially when you’re juggling leads, follow-ups, and client appointments. That’s why we’ve completely reimagined the Opportunities experience on the SalesEdge.io mobile app to help you close more deals, faster and with less effort.

This update makes lead management smoother, smarter, and more intuitive — so everything you need to take action is just a tap away. Whether you're customizing your pipeline, following up with leads on the go, or reviewing key info at a glance, this new upgrade helps you stay focused on what matters most: growing your business.

Why You'll Love This Update

• Save Time: Instantly view lead details and take action with fewer taps.

• Increase Revenue: Quick follow-ups mean more opportunities moved to “won”.

• Stay Organized: Tailor your pipeline layout to fit how YOU work.

• Serve Clients Better: Respond quickly and consistently with built-in tools.

Here’s What’s New in the Mobile App

1. Personalized Opportunity Cards

Now you can customize how each lead appears in your mobile pipeline. Choose up to 7 fields from over 40 options, plus pick your favorite quick actions — like calling, messaging, or adding tasks — straight from the card view.

How: Go to Opportunities → Settings → Customize Cards to get started.

2. A Smarter, Sleeker Pipeline

Your pipeline stages now come with a clean new interface that brings everything into one place. Take action right from the card and get visual badges showing activity like notes, tasks, and conversations — keeping you informed without the overwhelm.

How: Head to Opportunities → Pipelines to see it in action.

3. Complete Lead Management in One Place

Tapping on any opportunity now brings up everything you need — notes, tasks, appointment scheduling, transaction history, and more — all in one organized view. You’ll never have to jump between screens again.

Top action buttons let you call, message, tag, and update with just one tap — saving tons of time throughout your day.

Pro Tip: Look for counters on notes, conversations, and tags so you can quickly see what needs your attention.

FAQs

• Is this update available now? Yes! Just make sure your mobile app is updated to the latest version.

• Will this change my current card setup? Yes, your existing card layout will be updated to the new format on mobile.

• What's automatically shown on each card? Name, Value, and Owner are always displayed. You can add up to 4 more fields of your choice.

• Available quick actions? Message, Add Tag, Create Task, and Move Opportunity are available by default.

• Does this affect my desktop layout? No. These changes apply to the mobile app only, and won't affect your web-based view.

• Can I customize mobile and desktop views separately? Absolutely — customizations on mobile won’t impact how things look on desktop, and vice versa.

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.