What options are given under the opportunities tab?

1. Opportunity options on the web application

Once the opportunity tab is selected, you can carry out different actions:

  • View the details (information, sales forecast and further details).
  • Edit the information.
  • Delete the opportunity.
  • Access the activity, reports, quotes, documents and calendar events linked to this opportunity.
  • Add a new activity, quote, document or report.
  • Track the opportunity.



2. Opportunity options on the mobile application

On the mobile application, you can also share the opportunity.



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