Customize entire Add Opportunity form - change the order of fields and change the top of the form
P
Philip Fairley
Our clients live enter new opportunities while they are on the phone. We need to change the order of the New Opportunity form that pops up so we can create an efficient work flow for them. They ask information in a much different way then the form allows us to change. We cutomize the bottom of the form, but its the top of the form that always shows first. We use contigent logic now on the form (thank you for that!), but we need to change the order and wording of the fields on the form.
Thank you
Log In