How to create Opportunity on Mobile App?

Created by Binita Goswami, Modified on Wed, 25 Sep at 11:50 AM by Binita Goswami

Opportunity is being created after qualifying a lead. However users can create an opportunity directly at DreamzCMMS mobile app.

Here is a reference video:




  • Sign in at DreamzCMMS mobile app

  • Tap on + sign from lower middle panel of app

  • In the popup, select Opportunity


  • Fill up the required fields data

  • Submit


                

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