Enable creation of M3 CLM opportunities from MFS

Description
These are the prerequisites when creating an opportunity in MFS :
  • In M3 Mobility Core Toolbox, configure the Dialog layout in Customer Details Tab for a new tab called Opportunities.

  • In the MFS mobile app, create new opportunities in the Opportunities tab of the Customer record or view the other existing opportunities. You can also create opportunities as a draft. When opportunities are in draft mode, opportunities can still be viewed, updated, and deleted in MFS. However, the saved draft opportunities are deleted when the MFS user reconnects and clears the cache.

Submitted opportunities can only be viewed from MFS. Once submitted, opportunities can be viewed, updated, or deleted from M3 CLM. Created opportunity records are automatically owned by the salesperson who is responsible for the account.

KB Article 2132558