Create and manage opportunities in Sales forcelightning mobile app

Page 1/13

1. Launch Salesforce lightning mobile app

Launch Salesforce lightning mobile app on your phone.

Page 2/13

2. Click on menu

Click on menu icon.

Page 3/13

3. Click on opportunities

Scroll down and click on opportunities option.

Page 4/13

4. Showing open opportunities

Showing open opportunities.

Page 5/13

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.

Page 6/13

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.

Page 7/13

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.

Page 8/13

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.

Page 9/13

9. Showing filter and sort options in opportunity

Showing filter and sort options in opportunity.

Page 10/13

10. Showing filters

Showing filters.

Page 11/13

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

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

Page 12/13

THANK YOU

Page 13/13