Overview
YAKTA wants to streamline their Account Page layouts and conversion from Lead to Account, Opportunity and contact.
Do we need to create page layout for Dealer’s Account? Currently, YAKTA is using single page layout for “Dealer / commerical / New Dealers” ??
Changes on Account Page
On “Dealer’s Account page”, Add Opportunities Related list filtered by Opportunity Record type
Show Separate Opportunities related list for “Dealer type” “New Dealers / Dealers Loads” opportunities
Show Separate Opportunities related list for “End User/Commercial Record type” opportunities
On “Dealer’s Account page”, Add Contacts Related list filtered by Contact Record type
Show Separate Contacts related list for “Dealer type” “New Dealers / Dealers Loads” Contacts
Show Separate Contacts related list for “End User/Commercial Record type” Contacts
Example Added on UAT
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Should we combine “End User” and “Commercial” Record types???
Do we need to create page layout for Dealer’s Account? Currently, YAKTA is using single page layout for “Dealer / commerical / New Dealers” ??