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!
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!
Thanks Lydia Manger! As you mentioned, it was possible to access the 'Leads' module in Studio, got to relationships, and create a new 1:Many relationship between the 'Leads' and 'Opportunities modules. The Leads module can now process any related opportunities on a lead record and the opportunities subpanel appeared for all leads. And thanks to Francesca Shiekh for the thoughtful message. Great points for us to consider.
Thanks Lydia Manger! As you mentioned, it was possible to access the 'Leads' module in Studio, got to relationships, and create a new 1:Many relationship between the 'Leads' and 'Opportunities modules. The Leads module can now process any related opportunities on a lead record and the opportunities subpanel appeared for all leads. And thanks to Francesca Shiekh for the thoughtful message. Great points for us to consider.
