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What options can be found in an Opportunity file?

Written by Jon Trasobares

Actions available on the web

From an opportunity record, you can:

  • View its details, such as the estimated closing date and owner.

  • Follow the opportunity using the flag icon.

  • Merge the opportunity with another.

  • Edit its details using the pencil icon.

  • Delete the opportunity.

  • Access the activities, reports, quotes, documents, and calendar linked to the opportunity.

Share an opportunity from the mobile app

You can also share an opportunity from its record in the mobile app:

  • On Android, open the more options menu and select Share.

  • On iOS, tap the share icon.

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