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 opportunities stage.

Then, select the stage you want to relocate the opportunity.

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.