What options can be found in an Opportunity file?
1. Opportunity options on the web version
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 version
On the mobile application, you can also share the opportunity and clicking on:
- Android:
and "share". - iOS:
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ANDROID DEVICES |
IOS DEVICES |