Opportunity Page Layout :
Below are more information about Lead Layout.
1) Related List : All Actions related to opportunity you can see on Top of the opportunity layout. Where you can do following activities.
- Google Docs, Notes, & Attachments : If you want to upload any documents for this particular opportunity then you can upload through Google Docs & Salesforce also.
- Similar Opportunity : Salesforce is providing very good features where you can search any similar opportunity in Salesforce. So, you will get idea about it. Read More…
- Product : If you configure price book and uploaded products. So, you can add product for this particulars opportunity.
- Open Activities : All your pending activities called open activities. e.g. Phone Call, Visit, Submit Quote etc.
- New Task : you can assign new task to your Sales Rep. even you can also assign task to his / her manager and themselves. Task include : Call, Email, Send Letter, Send Quote, Other (you can add subject as per your requirement).
- Approval History : If you set already approval process for your lead then you can submit for approval
- Stage History : whenever you are change stage in any opportunity, it will show you full history about it.
- New Event : here you can make Event for particular this lead. it is also called “Cloud Scheduler“.
- New Meeting Request : you can also request for Meeting for particular this lead.
- Activities History : All your finished activities called activities history. e.g. Call, Visit, Submit Quote etc.
- Log a Call : Here you can log your call whenever you are creating call to for this lead. Whenever you creating Log a Call at the same time you can create next action after finished a call. e.g. after call client asking for meeting or quote or send information. so, same time you can assign task for it.
- Send an Email : if you want to send email through Salesforce.com for this lead then you can send email to that particular customer’s email id. Note : you can select contacts from your Salesforce.com contacts only. you can also select template if you created in your Salesforce.com Org.
2) Standard Button : Salesforce provide you few standard function buttons. Below are list of it.
- Edit : If you want to edit any information in particular lead then you have to use Edit button. When you press edit button same time Delete, clone, & Submit for approval buttons will disappear. Below are layout when you are doing editing.