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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