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Jesse Shao 7 How do I make a Custom Field on Opportunity Product visible on the Opportunity page visible? (Lightning)
I have custom fields for my Opportunity Product Object that I need my sales reps to fill out.
On the Opportunity page however, these Custom Fields are only visible when they click into the Products themselves. I would like them to be able to edit on the spot so they only have to live in one Object.
On the Opportunity page however, these Custom Fields are only visible when they click into the Products themselves. I would like them to be able to edit on the spot so they only have to live in one Object.
Hi Jesse, please find the steps below:
Step 1: Custom field on Opportunity Product:
Step 2: On the specific Opportunity Product page layout, click on the 'Edit Multi-Line layout' button
Step 3: Add the field. Click 'Save'.
Step 4.1: Test your changes:
Step 4.2: Yay!