Opportunities V2 Mobile Experience

Mobile CRM • Opportunities • PipelinesOpportunities V2 Mobile ExperienceThe Opportunities V2 mobile experience provides a redesigned workspace for managing opportunities, reviewing pipeline activity, and taking common sales actions from a mobile device. Customizable cards, quick actions, activity counters, and a consolidated opportunity detail view help reduce navigation while keeping important deal information accessible. This guide explains how the mobile experience works and how to configure it for your workflow.What You'll Learn

Learn how to customize mobile opportunity cards, select the fields and quick actions your team needs, use activity counters, navigate the redesigned pipeline, and manage opportunity details, tasks, notes, appointments, and transactions from one mobile view.

Important

The Opportunities V2 changes described here apply to the mobile app. Mobile card customization does not change the Opportunity card configuration used on the web. The V2 update also resets the previous mobile card layout to the default configuration, so users may need to reconfigure their preferred fields and quick actions after updating.

Table of Contents1. What is the Opportunities V2 Mobile Experience?
2. Key Benefits of Opportunities V2 Mobile
3. Customizable Opportunity Cards
4. Redesigned Pipeline View
5. All-in-One Opportunity View
6. How To Set Up Opportunities V2 Mobile
7. Frequently Asked Questions
8. Need Help?1

What is the Opportunities V2 Mobile Experience?

Opportunities V2 is a redesigned mobile experience for managing opportunities and sales pipelines. It combines customizable opportunity cards, direct actions, activity indicators, and a consolidated detail view so users can review and update deals without moving through multiple mobile screens.

The mobile experience is designed for common sales tasks such as checking opportunity details, contacting a lead, adding tags, creating tasks, moving an opportunity, reviewing notes, checking appointments, and viewing related transaction information while working away from a desktop.

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Key Benefits of Opportunities V2 Mobile

The redesigned mobile experience puts frequently used opportunity information and actions closer to the pipeline itself. This helps mobile users spend less time navigating between screens and more time reviewing and updating active deals.

• Faster Pipeline Reviews: Display the opportunity fields your team checks most often directly on each card.
• Quicker Follow-Up: Use card-level quick actions for common activities such as messaging, tagging, creating tasks, and moving opportunities.
• Personalized Mobile Views: Customize mobile cards independently from the web opportunity layout.
• Better Activity Visibility: Use counters for conversations, notes, tasks, and tags to identify records that need attention.
• Consolidated Deal Management: Open an opportunity and move between details, tasks, notes, appointments, and transactions without leaving the opportunity view.

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Customizable Opportunity Cards

Mobile opportunity cards can be customized so the information displayed in the pipeline matches the fields your team relies on most often. More than 40 field options are available, allowing users to create a mobile layout that reflects their sales process.

Each card can display up to seven selected fields in total. Name, Value, and Owner occupy the primary card area when selected, and up to four additional fields can be displayed beneath them. Additional field options can include information such as Source, Business, Lost Reason, and other supported opportunity fields.

Choose the fields that make each opportunity easiest to review from the mobile pipeline.

Quick Actions

Opportunity cards can also include quick actions so common tasks can be completed without opening the full record. Default quick actions include:

• Message
• Add Tag
• Add Task
• Move Opportunity

Mobile-only customization: Changes to opportunity card fields and quick actions in the mobile app do not change the card configuration used on the web.

4

Redesigned Pipeline View

The updated pipeline experience combines opportunity stages with interactive cards so users can review and act on deals without repeatedly opening separate screens. This makes the pipeline useful as both a status overview and an action workspace.

Direct Actions from Opportunity Cards

Supported card actions allow users to perform common tasks such as contacting a lead, adding notes, creating tasks, applying tags, or changing an opportunity's stage without leaving the pipeline.

Activity Counters

Activity badges can display counters for conversations, notes, tasks, and tags. These counters provide a quick indication of how much activity is associated with the opportunity before the full record is opened.

Use card-level actions and activity indicators to manage opportunities directly from the mobile pipeline.5

All-in-One Opportunity View

Opening an opportunity displays a consolidated detail view that brings several types of opportunity activity into one mobile workspace. This reduces the need to move between separate areas when reviewing a lead or completing follow-up.

Top Quick Actions

Use the quick-action bar for common engagement options such as calling, messaging, and applying tags.

Integrated Information Tabs

Switch between the available opportunity tabs to review and manage:

• Details
• Tasks
• Notes
• Appointments
• Transactions

Open a single opportunity to access its details, tasks, notes, appointments, and transaction information.6

How To Set Up Opportunities V2 Mobile

Configure the mobile opportunity experience around the information and actions your team uses most often. After updating the mobile app, review the card settings first because the Opportunities V2 update resets the previous mobile card configuration.

Step 1Update the Mobile App

Make sure the mobile app is updated to the latest available version so the redesigned Opportunities experience and current configuration options are available.

Step 2Open Customize Cards

In the mobile app, go to Opportunities → Settings → Customize Cards.

Open Customize Cards to choose which opportunity fields and quick actions appear in the mobile pipeline.Step 3Select Card Fields

Choose from the available opportunity fields and configure up to seven fields for the card layout.

Name, Value, and Owner occupy the primary card area when selected, with up to four additional fields displayed on the card.

Step 4Choose Quick Actions

Select the card-level actions that best match your mobile workflow. Common default options include Message, Add Tag, Add Task, and Move Opportunity.

Step 5Save the Card Configuration

Tap Save. The updated card configuration is applied to the mobile pipeline.

Step 6Review the Updated Pipeline

Go to Opportunities → Pipelines. Review the customized cards and test the quick actions you configured.

Step 7Open an Opportunity

Tap an opportunity card to open its detail view. Use the quick-action bar and switch between Details, Tasks, Notes, Appointments, and Transactions as needed.

Setup Complete

Your mobile opportunity cards are now configured. Review the activity counters and quick actions during normal pipeline work and adjust the card layout later if your team needs different information at a glance.

Key TakeawayCustomize the Mobile Pipeline Around Your Daily WorkflowUse the card fields, quick actions, activity counters, and consolidated opportunity view to keep the most important deal information and actions accessible while working from mobile.7

Frequently Asked Questions

Q: Why did my previous mobile card layout change?The Opportunities V2 update resets the previous mobile card layout to the default configuration. Reconfigure your preferred fields and quick actions from Opportunities → Settings → Customize Cards.Q: How many fields can I display on an opportunity card?You can configure up to seven selected fields. Name, Value, and Owner occupy the primary area when selected, with up to four additional fields displayed on the card.Q: Which quick actions are available by default?Default quick actions include Message, Add Tag, Add Task, and Move Opportunity. Customize the available card actions from the mobile card settings.Q: Do mobile card changes affect the web Opportunities layout?No. Mobile and web opportunity card configurations are separate. Changing the mobile layout does not change the web card layout, and web card customization does not replace the mobile configuration.Q: What do the counters on an opportunity card represent?Activity counters can show information such as conversations, notes, tasks, and tags associated with the opportunity, helping you assess activity without opening the record first.Q: Can I manage tasks and appointments from the opportunity detail view?Yes. The consolidated opportunity view includes dedicated tabs for Tasks and Appointments, along with Details, Notes, and Transactions.Q: Is Opportunities V2 only a mobile update?The redesigned customization and mobile layouts described in this guide apply to the mobile app. The web Opportunities experience continues to use its own layout and customization controls.Q: What should I do if I do not see the redesigned Opportunities experience?Confirm that the mobile app is updated to the latest available version. After updating, reopen the app and navigate back to Opportunities.8

Need Help?

If the mobile Opportunities experience is missing, the card layout looks incorrect, or an expected field or action is unavailable, review the checks below before contacting support.

• The redesigned experience is missing: Confirm the mobile app is updated to the latest available version, then restart the app.
• Your previous card layout disappeared: This update resets the previous mobile configuration. Open Opportunities → Settings → Customize Cards and configure the fields again.
• A field is missing from a card: Confirm the field is selected in Customize Cards and that the opportunity contains a value for that field where applicable.
• Too many fields are selected: Review the seven-field card limit and remove lower-priority fields if necessary.
• A quick action is missing: Review the quick-action configuration in Customize Cards and confirm that the required action is selected.
• The web layout looks different: Mobile and web Opportunity card layouts are configured independently.
• An activity count looks unexpected: Open the opportunity and review the corresponding Conversations, Notes, Tasks, or Tags information.
• An expected opportunity is missing: Confirm you are viewing the correct location, pipeline, and stage and review any active opportunity filters.
• Issue continues: Collect the mobile app version, device type, operating system version, location and pipeline name, affected opportunity, card configuration, and screenshots of the issue before contacting support.