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” ??
Scott: not yet…let’s do the related lists first.
Changes on Account Page
On the “Dealer’s Account page”, Add the Opportunities Related list filtered by Opportunity Record type
Show Separate Opportunities related list for “New Dealers / Dealers Loads” opportunities Dealer Opportunities with Record Types =
New Dealers
Dealers Loads
Show Separate Opportunities related list for “End User/Commercial Record type” opportunities
...
End User Opportunities with Record Types =
End User
Commercial
On the “Dealer’s Account page”, Add add the Contacts Related list filtered by Contact Record type
Show Separate Contacts related list for “New Dealers / Dealers Loads” Contacts Account Contacts with Record Types =
Dealers
Supplier
Blank
Show Separate Contacts related list for “End User/Commercial Record type” Contacts End User Contacts with Record Type =
End User
Commercial
Example Added on UAT
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