Opportunity Management on Mobile

From this webinar, you’ll learn how to use –

  • Opportunities on the LeadSquared iOS and Android apps, to manage potential deals
    • Opportunity forms for seamless data capture
    • Opportunity lists for different product/service offerings
    • Managing opportunities against a lead
  • Smart Views to help users focus on only important opportunities
  • The following quick actions to improve efficiency while using opportunities
    • Set opportunity as homepage
    • Swipe actions
    • Long press actions
    • Bottom bar
  • Custom actions & tasks in opportunities to customize your workflow

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