Problem: We currently tie contacts to certain opportunties and create descriptions of what their role is in the opportuntity. However, it requires that we have multiple fields for people to fill in. Which is visually unappealing and rather confusing to some users (Click here for screenshot).
What We Want To Do: What we am looking to do is create something in Visualforce that will let us create a button that allows us to dynamically "Add New Opportunity Contact" on our opportunities page and would automatically add a new field. Instead, of course, of having Opportunity Contact (1), (2), (3) etc. (See attached photoshopped example of what we are looking to do).
Problem: We currently tie contacts to certain opportunties and create descriptions of what their role is in the opportuntity. However, it requires that we have multiple fields for people to fill in. Which is visually unappealing and rather confusing to some users (Click here for screenshot).
What We Want To Do: What we am looking to do is create something in Visualforce that will let us create a button that allows us to dynamically "Add New Opportunity Contact" on our opportunities page and would automatically add a new field. Instead, of course, of having Opportunity Contact (1), (2), (3) etc. (See attached photoshopped example of what we are looking to do).
We are new to SF and recently completed out data upload and now need to assign our leads, contacts, accounts and opportunities to there territory's and those are defined by there zip codes..
Hpw can I do this? This is different then assigning by state (territory), many reps work int he same state but there area is defined by the zip code within the state..
