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Topics#Sales And MarketingAndrew Schilling の質問
Andrew Schilling が「#Sales And Marketing」で質問
2012年5月9日 18:53

Is there a way to show Opportunity related list on the Contact page in Mobile?

We want to show the list of Opportunities for a Contact in Mobile. When I go to set up the mobile configuration, this is not an option. Am I missing something? Is there a way to do this?

 

Thank you,

 

Andrew
1 件の回答
  1. Dominic Carubba (Sales And Technology Consultants, LLC)
    2020年7月21日 21:56
    A couple of things have to happen:

     

    1.) The Contact must have a Contact Role on an Opportunity Record

     

    2.) The Opportunities Related List must be on the Contact Page Layout

     

    There are also some configuration considerations for you or your Admin.

     

    Here's the link to the Help Doc on Contact Roles (https://help.salesforce.com/articleView?id=sales_core_opp_contact_roles.htm&type=5)
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