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The Opportunities section on mobile gives you full pipeline visibility and management wherever you are. View leads by pipeline, update deal stages, filter and search, and open opportunity records for editing — all in a few taps.

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Accessing opportunities

From the main dashboard, tap the apps section, then tap the person icon to open Opportunities.

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Viewing your pipeline

The pipeline view shows all available pipelines as scrollable columns (or a list, depending on your layout setting).
  • Switch pipelines — use the dropdown menu at the top to change which pipeline you are viewing
  • Sort and reorganize — tap the sort options at the top to rearrange results by name, value, date created, or stage
  • Filter — tap the funnel icon to filter opportunities by assignee, status, date range, tags, or custom field values, then tap Apply

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Searching for an opportunity

Tap the magnifying glass icon to open the search module. You can:
  • Type a contact name, company, or opportunity title to find specific records
  • Browse a list of your most recently viewed opportunities for quick access

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Updating an opportunity’s stage

Tap the two-arrow icon on an opportunity card to quickly move it to a different pipeline stage. Select the target stage from the list.

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Opening and editing an opportunity

Tap the opportunity’s name to open its full detail view. From here you can:
  • Edit the opportunity title, value, and pipeline stage
  • Update the expected close date and assigned owner
  • Add notes and view the activity timeline
  • View the associated contact and initiate contact actions

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Contacting a lead from the pipeline

Tap the message icon on an opportunity card to jump directly to that contact’s conversation thread — useful for quick follow-ups without leaving the pipeline view.

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Creating a new opportunity

From the contacts module, tap the lightning bolt quick actions menu and select Opportunities to create a new opportunity linked to that contact. Alternatively, use the conversation screen’s Actions menu to create an opportunity from within a chat.
Last modified on March 4, 2026