How to Create an Opportunity in the CRM using the Mobile App

If you need to create new opportunities in the CRM directly from your phone, this quick guide will help you understand the process in a simple and efficient way.

Step by Step to Create an Opportunity in the CRM

1. Access the CRM through the app on your phone.

2. In the top right corner, click the “+” icon to add a new opportunity.

3. Fill in the essential information:

• Select the Lead related to the opportunity.

• Set the opportunity title.

• Choose the funnel stage where the opportunity is located.

• Assign a person responsible for the opportunity.

• Enter the opportunity value.

4. After filling in all required fields, click “Save”.

Conclusion

Done! Your new opportunity is now registered in the CRM and available for tracking. This feature makes the process faster and allows your team to manage leads and opportunities from anywhere.