My Opportunities

My Opportunities

What are My Opportunities?

My Opportunities is your sales pipeline list. View, search, filter, and manage opportunities across accounts.

How to navigate

Settings → My Opportunities

Using My Opportunities

1. Open My Opportunities from Settings.
2. Search or filter opportunities as needed.
3. Tap an opportunity to view or update details.
4. Sort by created date or reverse created date when available.

Features include

• Opportunity list – All opportunities available to you.
• Search / filter / sort – Find opportunities quickly.
• Opportunity details – View company/contact info and opportunity fields.
• Expandable rows – See more details without leaving the list.

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