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Different page layouts, record types, sales process based on region ?
Hi,
I have a requirement, where sales guyz are in Asia, North America, South America and Europe. Cutomer wants to have completely different sales process and different page layouts ? How can I acheive this requirement please ?
I have a requirement, where sales guyz are in Asia, North America, South America and Europe. Cutomer wants to have completely different sales process and different page layouts ? How can I acheive this requirement please ?
First you have to create Sales process for 4 countries that you mentioned.
Create 4 Record types for 4 countries and then give different page layout to that countries.
Hope this helps!
Please mark it as solved if my reply was helpful. It will make it available for other as the proper solution.
Thanks,
Kamala
Sweet Potato Tec.