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 checkmark in the upper right-hand corner.

You have now successfully marked your quoted opportunity as sold!