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 changing the main sorters at the top.

If you're looking for a specific opportunity, click the magnifying glass icon.

In the searching module, you can type your query (1) or select from your most interacted with opportunities (2).

Interacting With An Opportunity

Click the message icon to open the contact's conversation.

Or 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.