Modifying Opportunity Information

Complete the following procedure to modify opportunity information.

To modify opportunity information

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

   • The Opportunities list and details for the selected opportunity in the main pane.

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

2. Update an existing opportunity as follows:

   1. Tap an opportunity in the Opportunities list.

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

   2. 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.

3. Create a new opportunity as follows:

   1. Tap New (the plus (+) icon) in the main pane.

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