Activity and Opportunity Tracking
You can update appointments and to-dos in the app.
You can also create appointments and to-dos when viewing a contact.
You must view a contact to add an activity. Click on the action icon to add an Appointment or a To-Do. When you create a to-do, the activity will be associated with the contact and company.
When you add an appointment, the appointment will be associated with the contact and company. You can click on the activity in the app to edit.
You can add a call activity either on the Contact Details page or the Company Details page. Create the activity by clicking on the ellipsis icon and selecting Add Call.
If you're on the Contact Details page, the system will automatically associate the call with that contact.
If you go through the Company Details page and click the ellipsis action and add a call, you can change the contact.
After you record the call you will see the contact activity on the homepage of your app including any notes that you added.
In order to add an opportunity through the mobile app you must be on a company's page. You can click on the ellipsis at the top right corner.
You will see an option to add opportunity. Click on ADD opportunity.
You'll be able to fill out all the information that you can within the application.
Note
You can only create an opportunity for one issue at a time. If you need to create a multi-issue opportunity use the desktop or tablet version.
After you've created the opportunity, you will see the details of your opportunity.
Click on the back button to go back to the Company Details page.
