5 Antworten
How many lead record types & page layouts do you currently have?
There are a couple of ways to do this and the above can make a massive difference from a maintenance point of view.
One is using record types and page layouts, the other is using custom fields and validation rules.
If you have multiple page layouts already, the first option will increase the number layout exponentially.
It is a cleaner solution short term, but painful on a large scale.
The second solution works a bit better on a larger scale.
