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Nina Arnold ha fatto una domanda in #Sales And Marketing
We have 2 different types of sales teams that need different fields under the lead sections and opportunities sections.  We also have marketing which uses these sections as well.  We all need different information at the top of the screen.  Can we customize our view any? Thank you!
4 risposte
  1. 6 dic 2012, 16:36
    More than likely you do not have Page Layouts and Profiles bolted on. Unless you add that or move up to Enterprise you are mostly limited in implementing what you are describing. Might be worth reaching out to your AE and seeing about getting it added in. I actually recently got this request at a PE org I admin and was told the list price is $300 per user per year. Don't quote me on that though. I would touch base with your AE.

     

    The other option is to subdivide your content into different sections on the record page and then train your users to hide the section that do not apply to them. It's less elegant but is workable without additional cost.
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