Creating an opportunity

  1. Open the account where the opportunity record is to be created.
  2. Tap +.
  3. Specify the information.
  4. Tap Save.

    To enable automatic generation of opportunity number, contact your system administrator.

    Once this setting is enabled, the Opportunity Number field is set as read-only in M3 CLM Mobile. When the configured number series reaches its last number, the system will continue with the next configured number series or will not generate an issue number.