You can keep your opportunities up to date with the latest information, create new opportunities, and other actions with a few taps.
How to view an Opportunity
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View your open and closed opportunities in the opportunities tab
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Select an opportunity to view details and access quick actions
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Quick actions include: Log to Salesforce, Add Task, Add Note, and New Salesforce Event
How to Edit an Opportunity
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Select an opportunity
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Tap the 'pencil' icon
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Save any changes you make
How to create a New Opportunity
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Tap the '+' icon to create a new opportunity
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Fill in and details about the opportunity and tap Save when finished
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