Move Lead detail in Opportunity

Felicity
06:13 Jan 18, 2017

Hi,

In opportunities, how can I move the LEADS DETAILS from LEADS tab to the Opportunity History tab?

Kind regards,

Felicity

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Lily Johnson
08:32 Jan 18, 2017

Hi Felicity,

To move the Leads detail from the parent tab to the History on the Opportunity record page, you can just add the detail with such settings:

The detail can be added or deleted on the record page through the Section wizard.

To create new details or edit existing ones, you can use Detail wizard.

Best regards,

Lily

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