> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage opportunities on the HoopAI mobile app

> Track leads and update your sales pipeline on the HoopAI mobile CRM. Full pipeline management for iOS and Android on the go.

Accessing your Opportunities on the go gives you a real-time view of your entire sales pipeline — handle upcoming leads, interested customers, and active projects from anywhere. The mobile experience mirrors the desktop pipeline closely, with quick actions for stage updates, messaging, and opportunity creation.

Open the mobile app and tap the **Opportunities icon** in the navigation.

<Frame caption="Opportunities pipeline view — all leads at a glance">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/apj5MmuUQNwYuIDu/images/mobile-app-opportunities-pipeline.png?fit=max&auto=format&n=apj5MmuUQNwYuIDu&q=85&s=e56e735318371433f1a5c146d63b1efb" alt="Opportunities pipeline" width="715" height="833" data-path="images/mobile-app-opportunities-pipeline.png" />
</Frame>

## Viewing your pipeline

The pipeline view shows all available pipelines with their opportunities. You can:

* **Switch pipelines** — use the dropdown menu at the top to change which pipeline you are viewing
* **Sort** — tap the sort options 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

<Frame caption="Pipeline list — all opportunities by stage">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/apj5MmuUQNwYuIDu/images/mobile-app-opportunities-list.png?fit=max&auto=format&n=apj5MmuUQNwYuIDu&q=85&s=d698fa4a8bfb29e7ef3997924ecf8d21" alt="Opportunities list" width="715" height="833" data-path="images/mobile-app-opportunities-list.png" />
</Frame>

***

## Opportunity cards

Each opportunity card in the pipeline shows the contact name, deal value, and current stage at a glance.

<Frame caption="Opportunity card — contact, value, and stage">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/apj5MmuUQNwYuIDu/images/mobile-app-opportunities-card.png?fit=max&auto=format&n=apj5MmuUQNwYuIDu&q=85&s=204692cd164b13ff6a2d019cd4a98c7c" alt="Opportunity card" width="517" height="847" data-path="images/mobile-app-opportunities-card.png" />
</Frame>

<Frame caption="Opportunity card — additional details and actions">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/apj5MmuUQNwYuIDu/images/mobile-app-opportunities-add.png?fit=max&auto=format&n=apj5MmuUQNwYuIDu&q=85&s=02359b7b6016635f576e9aba03c18906" alt="Opportunity detail card" width="517" height="465" data-path="images/mobile-app-opportunities-add.png" />
</Frame>

***

## Searching for an opportunity

Tap the **magnifying glass icon** to open the search module. Type a contact name, company, or opportunity title to find specific records, or browse recently viewed opportunities.

***

## 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.

<Frame caption="Move an opportunity to a different pipeline stage">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/apj5MmuUQNwYuIDu/images/mobile-app-opportunities-stage.png?fit=max&auto=format&n=apj5MmuUQNwYuIDu&q=85&s=e47a77536b1252c73761b0ed452ba70b" alt="Change stage" width="517" height="465" data-path="images/mobile-app-opportunities-stage.png" />
</Frame>

***

## Opening and editing an opportunity

Tap the opportunity's name to open its full detail view.

<Frame caption="Opportunity detail view — edit title, value, stage, close date, and owner">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/apj5MmuUQNwYuIDu/images/mobile-app-opportunities-detail.png?fit=max&auto=format&n=apj5MmuUQNwYuIDu&q=85&s=8024e4d0f9f54cce6a16aa9623d992fd" alt="Opportunity detail" width="517" height="465" data-path="images/mobile-app-opportunities-detail.png" />
</Frame>

From the detail view 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

***

## 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.

***

## Creating a new opportunity

<CardGroup cols={2}>
  <Card title="From a contact" icon="address-book">
    Open a contact, tap **Quick Actions** (lightning bolt), and select **Opportunities** to create a new deal linked to that contact.
  </Card>

  <Card title="From a conversation" icon="message">
    Open any conversation, tap **Actions**, and select **Create Opportunity** to start a deal from within the conversation.
  </Card>
</CardGroup>

***

## Key features at a glance

<CardGroup cols={2}>
  <Card title="Pipeline switching" icon="arrows-left-right">
    Quickly switch between multiple pipelines from a single dropdown
  </Card>

  <Card title="Stage movement" icon="arrow-right">
    Drag or tap to update a lead's stage without opening the full record
  </Card>

  <Card title="Instant follow-up" icon="message">
    Message a lead directly from their opportunity card
  </Card>

  <Card title="Search and filter" icon="magnifying-glass">
    Find any opportunity by name, value, date, or tag
  </Card>
</CardGroup>

***

## Related articles

* [Contacts on mobile](/mobile-app/contacts)
* [Conversations on mobile](/mobile-app/conversations)
* [Calendars and appointments on mobile](/mobile-app/calendars-and-appointments)
* [Opportunities overview](/opportunities/overview)