Does anyone have the Opportunity & RLI Modules available in Leads?

Does anyone have the Opportunity & RLI Modules available in Leads?  If so, what's the best way to set up?

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  • Hi . 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

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