How to add an opportunity
1. Add opportunities on the web application
Once you have entered the Opportunities section, click on the button “Add Opportunity”. When creating the page on the web application, the opportunity reference and status are the only required fields. Once you complete these fields, press save and the opportunity will be displayed on its 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 “Accept” or “Save” according to the device.
On Android devices, the icon will appear at the bottom right:
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On iOS devices, the icon will appear at the top right hand side:
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