Mobile Opportunities

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.

How to navigate

Mobile Home → scroll to Opportunities Full list also available from Settings → My Opportunities

Using Mobile Opportunities

1. On Home, open the Opportunities widget.
2. Review opportunity rows and status/stage summary.
3. Tap an opportunity to view or update it.
4. Change stage/filter options in the widget when available.
5. 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.

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