create and manage opportunities in sales force lightning ... · my opportunities v items, sorted by...

Create and manage opportunities in Sales forcelightning mobile app

1. Launch Salesforce lightning mobile app

Launch Salesforce lightning mobile app on your phone.

2. Click on menu

Click on menu icon.

3. Click on opportunities

Scroll down and click on opportunities option.

4. Showing open opportunities

Showing open opportunities.

5. Click on new to add a new opportunity

Click on new to add a new opportunity. Remember to select account and type of opportunity.

6. Click on new to add a new opportunity

Click on new to add a new opportunity. Remember to select account and type of opportunity.

7. Open an opportunity to manage its stages

Open an opportunity to manage its stages. Note that you can mark stages as done on your mobile.

8. Click on show more to expose all options

Click on show more to expose all opportunity options. You can log a call or add a new note with anopportunity.

9. Showing filter and sort options in opportunity

Showing filter and sort options in opportunity.

10. Showing filters

Showing filters.

11. Remember to manage opportunity stages on the go using yourmobile app

Remember to manage opportunity stages on the go using your mobile app.

THANK YOU

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