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 configured series reached the last number, the opportunity number will follow the next configured number series or will not generate an opportunity number.