Does anyone have the Opportunity & RLI Modules available in Leads? If so, what's the best way to set up?
Does anyone have the Opportunity & RLI Modules available in Leads? If so, what's the best way to set up?
Hi Amy Hodgkin. I'm sorry this question has been unanswered for so long. Can you provide some more details about what it is you are trying to achieve? Opportunities, RLIs, and Leads are all different modules, so I'm not sure what you mean by having Opportunities and RLI modules available in Leads. Are you just looking to have them available as subpanels in the Leads module? Please try to give some more context and let's see if we can answer your question!
Lydia Manger
Product Manager — Sugar Discover
Hi Amy Hodgkin. I'm sorry this question has been unanswered for so long. Can you provide some more details about what it is you are trying to achieve? Opportunities, RLIs, and Leads are all different modules, so I'm not sure what you mean by having Opportunities and RLI modules available in Leads. Are you just looking to have them available as subpanels in the Leads module? Please try to give some more context and let's see if we can answer your question!
Lydia Manger
Product Manager — Sugar Discover
Hi Lydia, I have this question too. I would like to add the opportunities subpanel to the leads recordview but doesn't seem possible.