How to manage opportunities

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

1. View your open and closed opportunities in the opportunities tab

2. Select an opportunity to view details and access quick actions

3. Quick actions include: Log to Salesforce, Add Task, Add Note, and New Salesforce Event

How to Edit an Opportunity

1. Select an opportunity

2. Tap the 'pencil' icon

3. Save any changes you make

How to create a New Opportunity 

1. Tap the '+' icon to create a new opportunity

2. Fill in and details about the opportunity and tap Save when finished