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.