Hello,
We have just added another record type and page layout to our opportunity objects. Our main opportunity record type is customized but our consultants were easily able to add another record type and layout for a different set of opportunities we are tracking.
The issue I am running into is that I am unable to remove two buttons from this new layout and I am also unable to see a button that I created via Docusign. Please see attached screenshot.
I have added the 'Generate Agreement' quick action and button just to see if either would pop up. Neither have.
How can I see the Generate Agreement button or quick action link on the self serve layout record type? What am I doing wrong?
#Salesforce #Quick Actions #Custom Button #Sales Cloud #Record Type
