Accessing your Opportunities on the go is similar to doing it on your web browser. It helps you easily handle upcoming leads, interested customers, and upcoming projects, so let’s learn how to use it.

Viewing Opportunities #

• First, open the mobile app and log in with your account credentials. From the main dashboard, access the apps section.
• Next, click the person icon to access your Opportunities.
• Once in there, you’ll see the available pipelines you can scroll through as normal.
• Use the dropdown menu to switch between pipelines.
• To filter your results, click the funnel icon, select your filters, then click Apply.
• Additionally, you can reorganize the results by date using the sorter at the top.
• If you’re looking for a specific opportunity, click within the search opportunities field and enter their name, phone number, or email.

Interacting With an Opportunity #

• Click the phone icon to initiate a call and the message icon to open the contact’s conversation.
• The tag icon allows you to add or remove identifiers, while the shopping bag gives you options to edit the opportunity, including adding tasks, notes, and appointments.
• Click the two-arrow icon to edit the opportunity’s stage, then select the stage you want to relocate the opportunity to.
• Clicking the opportunity’s name will open its details for editing.

And there you have it — now you can easily manage your opportunities on the go, responding to customers easily and maximizing the deals you close.

Frequently Asked Questions #

How do I access Opportunities on the mobile app? #

Open the apps section from the main dashboard, then click the person icon to access your Opportunities.

How do I switch between pipelines? #

Use the dropdown menu to switch between the available pipelines, which you can scroll through as normal.

Can I filter and sort opportunities? #

Yes. Tap the funnel icon to select filters and Apply them, and use the sorter at the top to reorganize results by date.

How do I find a specific opportunity? #

Click within the search opportunities field and enter the contact’s name, phone number, or email.

How do I move an opportunity to a different stage? #

Click the two-arrow icon to edit the opportunity’s stage, then select the stage you want to relocate it to.

How do I call or message a contact from an opportunity? #

Click the phone icon to initiate a call or the message icon to open the contact’s conversation directly from the opportunity.