Add an opportunity menu on Team Directory app

Hello,

I started the app from the appsheet template of team directory app.

team directory app template:
https://www.appsheet.com/templates/Teammate-contact-details-and-shared-resources?appGuidString=7ffea...

 

And now what I want is to add "opportunity" so user can select a contact and create an opportunity for the deal.

I have found an appsheet template CRM and the opportunity menu is exactly what I am looking for, but instead of building from this CRM template, I want to export this opportunity menu into my team directory app. Do you think this is possible? Could you please advise?


CRM template:
https://www.appsheet.com/templates/A-simple-CRM-for-managing-contacts-deals-and-interactions?appGuid...

Thank you in advance,

 

 

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3 REPLIES 3

There is no current way to transport features from one app to another.  

You will need to review the CRM app template to understand how the "Opportunity" feature is built and then replicate that functionality into your specific app.

No, I am not asking about migrating one function to another app. What I mean is I want to build this opportunity function on team directory app. Is this possible? If so, can you advise instruction?

Sorry if I am not following but this is what you said...


@jungsy11 wrote:

 I want to export this opportunity menu into my team directory app. Do you think this is possible?


Maybe it was just a wrong choice of words?

Yes, of course you can build it in your app.  The best way to do it is to go into the CRM app template you provided,  tap the "Look under the hood" button to see the code for the CRM app.  Find the "Opportunities" implementation and replicate that implementation in your app. 

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