Opportunity & Project Quote web functionality in mobile app

  • 2 February 2021
  • 1 reply

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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. 


Best answer by Cesar Betances 15 December 2021, 19:42

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Userlevel 4
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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:


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