CRM On Demand - Administration (MOSC)

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Assigning custom related information page layouts

edited Feb 24, 2014 12:00PM in CRM On Demand - Administration (MOSC) 2 commentsAnswered

Hi

A novice request:

I have just created new custom page layouts within the Company Related Information Layout for both Leads and Opportunities.  However, I cannot see how to assign them to the appropriate users.  I have looked in Role Management but this only has the main page layouts, not the related information layouts.

I know it can be done as the Contact tab is a custom layout (not one I set up though).  I am sure it is very easy, I just cannot find it.

Thanks.

Sarah

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