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Hello, All.

 

Our Sales team has come up with Action plan for the Opportunity process. It contains different stages with actual and completion date plus evidence 

All the evidence fields for these steps are already on Account and Opportunity object.

Problem is that those fields are part of different sections on the Details Page layout of an opportunity.

But sales team would like to have a kind of roadmap where they can simply go to opp and look for these fields at once rather than scrolling.

 

I am thinking of a creating a separate tab via quick action. Is there any other way to make this more appealing or effective?

 

Would appreciate your response!

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