How do I check a deal’s document progress, change its status, and view attachments on mobile?

1. On the deal details page, check the information card for the deal name, company name, person in charge, and deal status. 2. Tap “Document Progress” to check the progress of inquiries, quotations, POs, PIs, and shipping documents. The deal viewed this time currently has no documents. 3. To update the deal status, tap “Change Status” at the bottom of the information card to start the change process. 4. To view the deal’s attachments, tap the “Attachments” tab at the top.