SalesSheet's mobile experience supports native-feeling touch gestures for managing contacts and deals. Swipe, long-press, drag, and tap your way through your pipeline with fluid, responsive interactions.
This guide covers every gesture available in the SalesSheet mobile app, explains where each gesture works, and describes how to customize gesture actions to fit your workflow. Whether you are updating deals on the go or triaging contacts between meetings, these gestures let you manage your CRM without navigating through menus.
Complete Gesture Reference
Swipe Right -- Quick Actions
Swipe right on any contact or opportunity card to reveal a gradient action overlay with quick actions: call, email, and add a note. Tap an action to execute it without opening the full record. The overlay slides in smoothly from the left edge of the card and displays up to three action icons. Once you tap an action, the overlay dismisses automatically and the corresponding screen (dialer, email composer, or note editor) opens immediately.
This gesture works on the Contatos list, the Opportunities list, and within individual pipeline stage views. The specific actions shown in the overlay depend on the record type. For contacts, you see Call, E-mail, and Note. For opportunities, you see E-mail (sent to the associated contact), Note, and Move Stage.
Swipe Left -- Delete or Archive
Swipe left on a card to reveal a red delete confirmation zone. This follows the standard mobile pattern for destructive actions. A confirmation prompt appears before the record is actually removed, so you cannot accidentally delete a contact or deal with an errant swipe. Tap "Delete" to confirm or swipe back to the right to cancel.
On the Opportunities list, swiping left reveals an "Archive" action instead of "Delete" by default. Archived deals are moved to a separate archived view and can be restored at any time. To permanently delete a deal from the mobile app, open the deal record and use the menu options inside.
Long-Press Drag -- Stage Picker
Hold an opportunity card for 350 milliseconds to activate the floating stage picker. The card lifts with a subtle shadow effect to indicate it is in drag mode. A horizontal row of pipeline stages appears above or below the card (depending on screen position), and you drag the card to the desired stage and release to move the deal. The stage change is saved immediately and synced to the server.
This gesture is the fastest way to move deals between stages on mobile. It works on the Opportunities list view and within the funnel view. If you release the card outside any stage target, the deal returns to its original position without changes.
Tap-to-Open Stage Picker
Tap an opportunity card to open an inline stage picker. This is the simplest way to change a deal's stage -- just tap and select from the dropdown list. The inline picker shows all pipeline stages with the current stage highlighted. Tap a different stage to move the deal, or tap outside the picker to dismiss it without changes. This gesture is a good alternative to long-press drag for users who prefer a more deliberate interaction.
Pull to Refresh
Pull down from the top of any list screen (Contatos, Opportunities, Activities, or the AI Chat) to trigger a data refresh. A loading spinner appears at the top of the list while SalesSheet syncs the latest data from the server. This is useful when you know a teammate has made changes and you want to see them immediately without waiting for the automatic background sync, which runs every 30 seconds.
Pinch to Zoom (Pipeline View)
In the pipeline board view on tablets, use a two-finger pinch to zoom out for a wider view of all pipeline stages, or pinch outward to zoom in on a specific stage. This gesture is particularly useful when your pipeline has many stages or a large number of deals, as it lets you quickly scan the entire board or focus on a single stage without scrolling horizontally.
Gestures on Different Screens
Not every gesture is available on every screen. The following table summarizes which gestures work where:
- Contatos list: Swipe right (quick actions), swipe left (delete), pull to refresh, tap to open record.
- Opportunities list: Swipe right (quick actions), swipe left (archive), long-press drag (stage picker), tap (inline stage picker), pull to refresh.
- Pipeline board (tablet): Pinch to zoom, long-press drag (stage picker), tap to open deal record.
- Funnel view: Tap a stage section to expand and see deals, long-press drag on individual deal cards.
- AI Chat: Pull to refresh to reload the conversation, swipe left on a message to copy its text.
- Activity timeline: Pull to refresh, tap an activity to expand details.
Premium Funnel View
The funnel view shows your pipeline as a visual funnel with deal counts and total value per stage. Each stage has a 3px teal accent bar on the left for visual distinction. Tap any stage section to expand it and reveal the individual deal cards within that stage. From there, you can use the long-press drag gesture to move deals between stages, or tap a deal to open its full record.
The funnel view is available on all plans and adapts to your screen size. On phones, stages are stacked vertically. On tablets, the funnel can display in a wider layout that shows more deals at once.
Customizing Gesture Actions
You can customize which actions appear in the swipe-right quick action overlay by going to Settings > Movel > Gesture Actions in the SalesSheet app. From there, you can choose up to three actions for contact cards and three actions for opportunity cards. Available actions include Call, E-mail, Note, Move Stage, Copy Phone Number, Copy E-mail Address, and Open in Browser. Changes take effect immediately and sync across all your mobile devices signed into the same SalesSheet account.
Accessibility Considerations
All gesture-based actions in SalesSheet have alternative non-gesture pathways. If swipe or long-press gestures are difficult to perform, you can open any record with a standard tap and access all the same actions through the record detail screen's menu. The inline stage picker (tap-to-open) provides a non-drag alternative to the long-press drag gesture. SalesSheet also respects your device's system-level accessibility settings, including increased touch target sizes when the operating system's accessibility features are enabled.
Note
If you use a screen reader (VoiceOver on iOS or TalkBack on Android), swipe gestures are replaced by the screen reader's standard navigation patterns. All quick actions are accessible through the record detail menu, which is fully compatible with screen readers.
Dica Pro
The long-press drag gesture is the fastest way to move deals between stages on mobile. Practice it a few times with a test deal -- once it becomes muscle memory, you can manage your entire pipeline without ever opening a deal record. Combine it with the pull-to-refresh gesture to stay in sync with your team's updates throughout the day.