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Sales/Account Managers should be able to freely create opportunities and subsequent project quotes from the mobile app. The are typically at project sites when gathering all the information, so it would be more ideal to do this via mobile than via web on a laptop. 

Currently, you can create opportunities via mobile app, but functionality is limited. You can’t specify the customer location record, but you can do this on the web. 

If the sales/account managers were then able to create a quote from mobile, they could be filling out quote details as they estimate--all on-site in the palm of their hand. Extremely efficient. 

Hi,

Most operations and actions performed at Web site level can be implemented at the mobile level.

If the fields and action are visible on the Screen (in web) then you can map these to the Mobile Application via Customization Project: https://help-2021r1.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=bef2150e-5044-4d22-9b17-6b34071fc08e

Hi Cesar, 

Is it possible to reopen this topic? I have a client who is struggling to get CRM to function on the app for the sales folks in the field, including the limitation of converting a Lead to an Oppy from the mobile app. The link you shared above is no longer active. Would you send an updated link please? 

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