create and manage opportunities in sales force lightning ... · my opportunities v items, sorted by...
TRANSCRIPT
![Page 1: Create and manage opportunities in Sales force lightning ... · My Opportunities v items, sorted by Opportunity Name Acme - 1,200 Widgets (Sample) Account Name: Acme (Sample) Amount:](https://reader036.vdocument.in/reader036/viewer/2022081406/5f136aa5f98566651f51cdfa/html5/thumbnails/1.jpg)
Create and manage opportunities in Sales forcelightning mobile app
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![Page 2: Create and manage opportunities in Sales force lightning ... · My Opportunities v items, sorted by Opportunity Name Acme - 1,200 Widgets (Sample) Account Name: Acme (Sample) Amount:](https://reader036.vdocument.in/reader036/viewer/2022081406/5f136aa5f98566651f51cdfa/html5/thumbnails/2.jpg)
1. Launch Salesforce lightning mobile app
Launch Salesforce lightning mobile app on your phone.
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2. Click on menu
Click on menu icon.
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3. Click on opportunities
Scroll down and click on opportunities option.
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4. Showing open opportunities
Showing open opportunities.
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![Page 6: Create and manage opportunities in Sales force lightning ... · My Opportunities v items, sorted by Opportunity Name Acme - 1,200 Widgets (Sample) Account Name: Acme (Sample) Amount:](https://reader036.vdocument.in/reader036/viewer/2022081406/5f136aa5f98566651f51cdfa/html5/thumbnails/6.jpg)
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.
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![Page 7: Create and manage opportunities in Sales force lightning ... · My Opportunities v items, sorted by Opportunity Name Acme - 1,200 Widgets (Sample) Account Name: Acme (Sample) Amount:](https://reader036.vdocument.in/reader036/viewer/2022081406/5f136aa5f98566651f51cdfa/html5/thumbnails/7.jpg)
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.
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![Page 8: Create and manage opportunities in Sales force lightning ... · My Opportunities v items, sorted by Opportunity Name Acme - 1,200 Widgets (Sample) Account Name: Acme (Sample) Amount:](https://reader036.vdocument.in/reader036/viewer/2022081406/5f136aa5f98566651f51cdfa/html5/thumbnails/8.jpg)
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.
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![Page 9: Create and manage opportunities in Sales force lightning ... · My Opportunities v items, sorted by Opportunity Name Acme - 1,200 Widgets (Sample) Account Name: Acme (Sample) Amount:](https://reader036.vdocument.in/reader036/viewer/2022081406/5f136aa5f98566651f51cdfa/html5/thumbnails/9.jpg)
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.
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![Page 10: Create and manage opportunities in Sales force lightning ... · My Opportunities v items, sorted by Opportunity Name Acme - 1,200 Widgets (Sample) Account Name: Acme (Sample) Amount:](https://reader036.vdocument.in/reader036/viewer/2022081406/5f136aa5f98566651f51cdfa/html5/thumbnails/10.jpg)
9. Showing filter and sort options in opportunity
Showing filter and sort options in opportunity.
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10. Showing filters
Showing filters.
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11. Remember to manage opportunity stages on the go using yourmobile app
Remember to manage opportunity stages on the go using your mobile app.
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THANK YOU
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