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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
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