This feature is only available for the following plans:
Click here for more information on our plans.
1. Add opportunities on the web application
Click on the Opportunities section and select the Add Opportunity button.
Fill in the required fields, such as opportunity name and status.
Save the opportunity and it will appear on the corresponding menu list.
2. Add opportunities on the mobile application
Once you have entered the Opportunities menu, click on the button “Add”. Bear in mind that the button’s location may vary according to the device.
To add a new opportunity:
Enter the opportunity details (the reference and status are the required fields).
Once you have entered the details, click on “Create” or “Save” according to the device.
On Android devices, the icon will appear at the bottom right:
On iOS devices, the icon will appear at the top right-hand side: