Mobile App · 1 min read
Opportunities on the FunnelStreams Mobile App
The FunnelStreams mobile app has a full opportunities workspace for working deals on the go. You can check details, contact a lead, add tags and tasks, and move deals between stages without switching screens.
Customize your opportunity cards
Choose which fields show on each card in the pipeline.
- Show up to 7 fields per card. Name, value, and owner always appear on the top line when you select them, plus up to 4 more fields.
- You can pick from more than 40 standard and custom fields.
Card changes apply only to the mobile app. Your desktop pipeline doesn't change.
Quick actions
Add buttons to each card so you can act without opening the record:
- Message
- Add tag
- Add task
- Move opportunity
Activity counters on the card show how many open tasks, notes, and upcoming appointments the opportunity has.
Pipeline view
Switch pipelines from the top of the screen and swipe between stages. Search and filters help you find a deal fast. Tap and hold a card to move it to another stage.
Opportunity details
Tap a card to open the full opportunity. From there you can:
- Edit fields, value, status, and owner
- Add and read notes
- Create and complete tasks
- See and book appointments
- Call, text, or email the contact
- Open the linked contact record
Set it up
- Update the FunnelStreams mobile app to the latest version.
- Open Opportunities and tap the settings or customize icon.
- Choose your card fields and quick actions, then save.