View Opportunity Records on Mobile

• Tap on More at lower panel of mobile app

• Tap on Opportunity icon

• Tap on any specific opportunity to view in details

• The details page contains multiple tabs

• Overview contains the summary details of opportunities

How to add note for an opportunity

• Tap on Notes of the opportunity details page

• Tap on Add Note button, it opens a popup to add text, it has Add File button to attach any document. Tap on Save button

How to add task against Opportunity 

• Tap on any Opportunity detail page

• Tap on Task tab 

• Tap on Add Task

• Fill up the respective data on the task form

How to attach document from mobile app

• Tap on File tab at Opportunity details page

• Tap on Add attachment

• File type can be image (either take photo or upload image file) or PDF