Who This Is For / When to Use
Sales teams managing leads and deals from the Kyrios mobile app.
Users who want faster access to key Opportunity details without opening multiple screens.
Teams that rely on quick actions like calling, messaging, or updating stages on the go.
What Custom Opportunities on Mobile Do
The mobile Opportunities experience allows you to tailor how Opportunity cards look and behave.
Customize which fields appear on Opportunity cards.
Choose quick actions for faster engagement.
View and manage all Opportunity-related data in one place.
Improve speed and focus when working pipelines on mobile.
Key Features and Benefits
Customizable Opportunity Cards
Select which fields appear on each card.
Surface the most relevant information at a glance.
Reduce time spent opening individual records.
All-in-One Opportunity View
Access Details, Tasks, Notes, Appointments, and Transactions from a single screen.
No need to switch between multiple sections or pages.
Quick Actions from Cards
Call, message, tag, add tasks, or move stages directly from the card.
Respond to leads faster with fewer taps.
Streamlined Pipeline Experience
Modern pipeline layout optimized for mobile.
Real-time badges and counters show activity like tasks or notes.
Improved Team Productivity
Cleaner layouts reduce distractions.
Each team member can personalize their own view.
Customize Opportunity Cards
Open the Kyrios mobile app.
Go to Opportunities.
Tap the Settings (gear icon).
Select Customize Cards.
Configure Card Fields
Choose up to 7 fields from 40+ available options.
Default fields include:
Name
Value
Owner
Business Name
Source
Lost Reason
Up to 4 custom fields can be displayed.
3 fixed fields always appear at the top.
Configure Quick Actions
Select actions such as:
Call
Message
Add Tag
Add Task
Move Opportunity
Tap Save to apply changes.
Use the Pipeline View
Open Opportunities in the mobile app.
View Opportunities grouped by pipeline stage.
See customized cards inside each stage.
Watch activity badges for tasks, notes, or messages.
Perform quick actions directly from the card.
Manage an Opportunity in One Place
Tap any Opportunity card.
Use the top tabs to navigate:
Details
Tasks
Notes
Appointments
Transactions
Update fields, log activity, or take actions without leaving the screen.
Appointments and Activity Visibility
Scheduled appointments linked to the Opportunity appear in the Appointments tab.
Status and timing are visible for quick reference.
Important Information
Customizations apply only to the mobile app.
Desktop and web Opportunity views are not affected.
Card customization is applied per user.
Existing mobile card layouts are reset after the update and must be reconfigured.
Default quick actions include:
Message
Add Tag
Add Task
Move Opportunity
FAQ
Do I need to enable this feature?
No. As long as your mobile app is updated, Opportunities is available automatically.
Will this affect my web app Opportunities?
No. These customizations are mobile-only and do not change desktop views.
How many fields can I show on an Opportunity card?
You can display up to 4 custom fields, plus 3 fixed fields (Name, Value, Owner).
What actions can I perform directly from the card?
Available quick actions include calling, messaging, tagging, adding tasks, and moving the Opportunity to another stage.
Can each team member have a different card layout?
Yes. Card customization is user-specific, allowing each team member to personalize their own layout.
Will my existing mobile Opportunity layout remain unchanged?
No. Your previous mobile card layout is reset after the update and must be customized again.