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!
Hi Harsharndeep,
You can use the Dynamic forms and either add a section with all the fields or can create a new tab on the page and then add a section with all the required fields.
Find below the help doc for the same.
https://help.salesforce.com/s/articleView?id=sf.dynamic_forms_overview.htm&type=5
Regards,
Mukesh Katoch