Marking a Quoted Opportunity as Sold From Your Mobile Device

Marking an Opportunity as Sold From Your Mobile Device

Step 1

From the home screen, select the "Deals" Icon where all of your sales efforts are stored. 

Step 2

You will then select the quoted opportunity that you would like to mark as sold. 


Step 3

Once you have clicked into the opportunity, select "Edit" in the upper right hand corner. 

 

Step 4

You will then switch the status from quoted to sold. 

 

Step 5

The next step is to save your change by selecting the check mark in the upper right hand corner.



You have now successfully marked your quoted opportunity as sold!






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