Ideas for Acumatica

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Create Opportunities in Mobility

I believe our heaviest users of the Mobile App is our Sales team.  This may be the case for many people.  They can do their entire job from the mobility app except add Opportunities.  This would be a very helpful feature. 

  • Guest
  • Apr 27 2016
  • Already exists
CRM
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  • Mike Schmitt commented
    June 29, 2016 21:32

    You can create an opportunity from the Business Account (BA) screen as well as the Contacts screen.  You can first access an existing BA or Contact and add a new opportunity or add a new contact and create an opportunity.  I'm using 5.3.2 of mobile app