Modifying Opportunity Information for a Lead

Complete the following procedure to modify the opportunity information for a lead.

To modify the opportunity information for a lead

1. Tap Side Menu and then tap Leads to display the following:

   • The Leads list and details for the selected lead in the main pane.

   • A list in the side pane in which you can select the related items for leads.

2. Tap a lead in the Leads list.

   All details for the selected lead appear after the list in the main pane.

3. Update an existing lead opportunity as follows:

   1. Tap Opportunities in the list in the side pane.

      All opportunities associated with the lead appear in the Opportunities list in the main pane.

   2. Tap the opportunity that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Add an existing opportunity to the lead as follows:

   1. Tap Opportunities in the list in the side pane and then tap Add (the plus (+) icon) in the main pane.

   2. Choose the opportunity on the list that appears, and then tap OK.

5. Create a new lead opportunity as follows:

   1. Tap Opportunities in the list in the side pane and then tap New (the double plus (++) icon) in the main pane.

   2. Enter the information for the new opportunity in the fields that appear, and then save the record.