📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
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:
ANDROID DEVICES
| IOS DEVICES
|