You can view the opportunities created in the Web version of Cloud on the mobile app. By default, only your opportunities. You can see other opportunities if needed.
To view the opportunities, tap the 3-line drawer in the top-left corner and tap “Opportunities.”
You will see all your opportunities.
You can do the following.
Filter opportunities
Filter the list of opportunities by tapping the “Filters” icon in the top right corner and selecting the filters. You have filters for opportunity types, stages, building types, project types, and a few more.
If you want to see opportunities created by Cloud users, select their names in the Owners category of filters.
Once you have selected all your filters, tap “Apply” to see the filtered list of opportunities.
See the details of an opportunity
Tap the opportunity to see the account and contact details, quotes and their amounts, notes, and to-dos. You can add to-dos and notes as needed.
To view more details, such as the estimated budget, project area, priority, lead source, and estimated close date, tap “View full details.”
If you want to change the state of a quote in the opportunity, tap the down arrow next to the quote and select a state.
