Support

Email [email protected] with your question. Tell us your organisation name, the screen you were on and what you expected to happen, and we will get to the answer faster.

Getting an account

DealFunnel is sold to organisations, so you sign in to an account your company already has. Ask your sales manager or whoever administers DealFunnel at your company to send you an invitation. You will get an email with a link that sets your password.

Signing in

I never received my invitation

Check your spam folder first. If it is not there, ask your administrator to resend it. The link expires, so an old invitation will need to be reissued.

I forgot my password

Tap Forgot Password on the sign-in screen and follow the email. If the reset email does not arrive within a few minutes, your address may not match the one on your account, so ask your administrator which address was invited.

Face ID, Touch ID or fingerprint is not offered

Sign in with your password once, then switch biometric sign-in on under More, Privacy and Security. Your device also has to have a face or fingerprint enrolled in its own settings.

I am locked out after too many attempts

Wait 15 minutes and try again, or reset your password. Email us if you are still locked out.

Using the app

Moving a deal to another stage

Open the deal and use the stage selector across the top. Tap the stage you want. There is no need to open an edit form.

Logging a call or a meeting

Tap the plus button on the Dashboard, choose Log Call or Log Meeting, pick the deal, account or contact it relates to, and add a line about what happened.

Importing contacts from my phone

Go to the Contacts tab and tap Import Contacts. The app asks for permission to read your contacts and shows you a list to choose from. Only the contacts you select are copied into the CRM. If you decline the permission, everything else in the app keeps working, and you can change your mind later in your device settings.

Turning notifications on or off

Go to More, then Notifications, and choose which alerts you want. You can also switch DealFunnel notifications off entirely in your device settings.

Switching to dark mode

Go to More, then Appearance, and pick Light, Dark or System.

Seeing what changed in the latest version

Go to More, then App Info and Updates. Release notes are listed there, newest first, and a badge appears when there is one you have not read.

Something is wrong

My data looks out of date

Pull down on any list to refresh it. If a record you created on the web is still missing, sign out and sign back in.

The app will not load anything

Check that you have a working connection, then close the app fully and reopen it. If the problem continues, email us with your organisation name and roughly when it started.

I found a bug

Email [email protected] with the screen you were on, what you did, what happened and what you expected instead. A screenshot helps. Include your device model and the app version from More, App Info and Updates.

Your data

Deleting your account

Email [email protected] from your work address with the subject "Delete my account". We confirm within 2 working days and complete the deletion within 30 days. Your administrator can also remove your account at any time.

Getting a copy of your data

Email us and we will provide it within 30 days. For deals, accounts and contacts, your administrator can export them from the web application immediately.

Privacy

Our privacy policy sets out what we collect, why, and who we share it with.