Difference between revisions of "Mobile Opportunities"
Ashley DeBon (talk | contribs) (Created page with "== Mobile Opportunities == === What are Mobile Opportunities? === Mobile Opportunities (Opportunities widget) on Home shows your current sales opportunities and funnel/statu...") |
Ashley DeBon (talk | contribs) (→Mobile Opportunities) |
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== Mobile Opportunities == | == Mobile Opportunities == | ||
| − | + | [[File:app_opportunitiesscreen.png|200px|thumb|right|Callproof Mobile App Opportunitiespage]] | |
=== What are Mobile Opportunities? === | === What are Mobile Opportunities? === | ||
Latest revision as of 07:26, 17 July 2026
Contents
Mobile Opportunities
What are Mobile Opportunities?
Mobile Opportunities (Opportunities widget) on Home shows your current sales opportunities and funnel/status so you can track deals from the dashboard.
Mobile Home → scroll to Opportunities Full list also available from Settings → My Opportunities
Using Mobile Opportunities
- On Home, open the Opportunities widget.
- Review opportunity rows and status/stage summary.
- Tap an opportunity to view or update it.
- Change stage/filter options in the widget when available.
- Use My Opportunities from Settings for the full searchable list.
Features include
- Opportunity list on Home – Quick view of current deals.
- Stage / summary – See opportunity status in the sales funnel.
- Open opportunity details – Tap to view or edit.
- Widget visibility – Show/hide via Home Screen Widgets.
- Full opportunities screen – Manage all opportunities from My Opportunities.
