Add Opportunity || Android Mobile App

Introduction

Users can now add an opportunity manually through their android mobile app as per their requirements quickly and easily.

How to Add an Opportunity?

1. Login to your Meritto mobile app. 

2. Navigate to Opportunity List page. 

3. Click on an opportunity list. You will see icon of "Add Opportunity". 

4. After clicking on "Add Opportunity", a page will open up which will ask you to associate this opportunity with a lead.

5. You can search the lead by name, email of phone number.

6. After selecting a lead, the logic page will open up wherein you can select the opportunity logics with which you want to add this opportunity. 

7. Once, submitted, the opportunity will get added in the selected opportunity list. 

8. Please note that 2 opportunities with same logics cannot be created inside an opportunity list.