# Opportunities

<p class="doc-lead">Create and follow CRM opportunities from the Field Sale App — against a customer or a lead — then convert an approved opportunity to a sale quotation.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/field-sale-app/opportunities?id=open">Open Opportunities</a>
<a href="#/field-sale-app/opportunities?id=create">Create</a>
<a href="#/field-sale-app/opportunities?id=view">View and actions</a>
<a href="#/field-sale-app/opportunities?id=quotation">Sale quotation from opportunity</a>
<a href="#/field-sale-app/opportunities?id=access">Access</a>
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<h2 id="open">Open Opportunities</h2>

**Home** tab → **Opportunities** (requires **Opportunity — List**).

The list shows opportunity number, party (customer name or lead company), date, amount, and status. Tap a row to open the detail view. Use the create button to add an opportunity in the field.

Web equivalent: <a href="#/crm/opportunity">CRM → Opportunity</a>.

Reminders linked to an opportunity also appear under **Reports** → **My Tasks**. Tapping those tasks opens the opportunity view when **Opportunity — View** is granted.

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<h2 id="create">Create</h2>

The create form matches the web opportunity:

| Field | Description |
|-------|-------------|
| **Date** | Opportunity date |
| **Party** | **Customer** or **Lead** — one only, same as ERP |
| **Address** | Billing / visit address |
| **Employee** | Sales person |
| **Branch** | When branch editing is enabled |
| **Amount** | Expected value (can follow line items) |
| **Probability** | Win probability % |
| **Next contact date** | Follow-up date |
| **Notes** | Free-text notes |
| **Items** | Optional product lines with quantity and price |

From a **lead** view, **Create Opportunity** opens this form with the lead already selected.

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<h2 id="view">View and actions</h2>

The opportunity view shows number, date, customer or lead, address, employee, amount, probability, next contact date, notes, and items.

| Action | Status | Access required |
|--------|--------|-----------------|
| **Approve** | Draft | Opportunity — Approve |
| **Edit** / **Delete** | Draft | Opportunity — Edit / Delete |
| **Create Sale Quotation** | Approved | Sale Quotation — New |
| **Mark Lost** | Approved | Opportunity — Lost (lost reason required) |
| **Cancel Opportunity** | Approved, In Progress, or Closed | Opportunity — Cancel |

Saving a quotation that is linked to the opportunity closes the opportunity on the server (same as ERP).

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<h2 id="quotation">Sale quotation from opportunity</h2>

**Create Sale Quotation** copies the opportunity’s items (including prices), employee, address, notes, and party:

- Customer opportunity → quotation **Customer**
- Lead-only opportunity → quotation **Lead** (no customer required)

The quotation view shows the linked **Opportunity**. Tap it to open the opportunity. When the quotation is against a lead, the party field is labelled **Lead** (tap opens the lead).

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<h2 id="access">Access</h2>

Grant these permissions on the user role (web **Settings → Users → User Role**):

| Permission | Controls |
|------------|----------|
| **Opportunity — List** | Home tile and list |
| **Opportunity — View** | Opportunity view (including from My Tasks) |
| **Opportunity — New / Edit / Delete** | Create, edit, delete |
| **Opportunity — Approve / Cancel / Lost** | Approve, cancel, mark lost |
| **Sale Quotation — New** | Create Sale Quotation from an approved opportunity |

See also: <a href="#/field-sale-app/?id=role-resources">Field Sale App — Role access</a> · <a href="#/version-releases/field-sale-app?id=v2-0-88">Release 2.0.88 / 1.0.20</a>