< View Opportunities

You can view Opportunities for Firm Contacts, but you cannot edit Opportunities in the Mobile App.

  1. Click to open the main menu and select Search Contacts.

  1. Search for the Firm Contact for whom you want to view the Opportunities:

    1. Tap Search at the top of the screen.

    2. Enter search criteria.

  2. Tap on the Firm Contact for whom you want to view Opportunities.

  3. Tap . The Firm Contact Opportunities will display.