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 Lydia, I have this question too. I would like to add the opportunities subpanel to the leads recordview but doesn't seem possible.
Hi Lydia, I have this question too. I would like to add the opportunities subpanel to the leads recordview but doesn't seem possible.
Hi Ruben Sanchez. I think the place to start is by reviewing the Relationships documentation. Only certain relationships can have a subpanel available. By default, it looks like there is a many-to-one relationship between leads and opportunities, so there are many leads for one opportunity. Subpanels are only available on the "many" side of the relationship. So if you created a one-to-many relationship or many-to-many relationship between leads and opportunities, you should see the subpanel appear.
Let me know if that doesn't answer your question and I'll see what else I can suggest! Thanks!
Lydia Manger
Product Manager — Sugar Discover