Tour : How to create and manage opportunities in Salesforce lightning mobile app (on the go tour)

You can also watch a video of the tour below

Step 1. Launch Salesforce lightning mobile app
Step 2. Click on menu (left top icon) and now click on opportunities
Step 3. Showing open opportunities
Step 4. Click on new to add a new opportunity
Step 5. Open an opportunity to manage its stages
Step 6. Click on more to expose all options
Step 7. Showing filter and sort options in opportunity
Step 8. Showing filters
Step 9. Remember to manage opportunity stages on the go using your mobile app

1.Launch Salesforce lightning mobile app

Launch Salesforce lightning mobile app

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2.Click on menu (left top icon) and now click on opportunities

Click on menu (left top icon) and now click on opportunities

Go to Toparrow-1

3.Showing open opportunities

Showing open opportunities

 

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4.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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5.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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6.Click on more to expose all options

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

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7.Showing filter and sort options in opportunity

Showing filter and sort options in opportunity

 

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8.Showing filters

Showing filters

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

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

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