Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Alternatively, tabbed mode can be used where a single tab, usually named ClosePlan, holds sub-tabs for each module .


  • Tabs are normally available on every Opportunity record detail.
  • Based on your configuration, you may have one, two or all the modules available.

...


Access Opportunity Modules through Opportunity Page in Classic

  • By default, access is provided through a single section named "ClosePlan" which is on the Opportunity Page Layout.
  • Alternatively, separate sections may exist for each module. 
  • Each section is normally available on every Opportunity record detail, but may be configured only for a subset of Opportunity Page Layouts.

...