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Sign Cap Duplicating Opportunities Page for one company?
My company sells 2 drastically different items that require different fields but we would like to market them both to all of our Contacts.
I am looking to add an additional page very similar to my current Opportunities page into my Professional version. I need it to be able to link to my Contacts and Accounts so that a certain client can have both types of purchases associated with their Contact and Account: Investments(Current Opportunities Page) and Unit Sales(New Opportunities Page?).
Has anyone ever duplicated/created a page?
Would this be a Custom Application/Tab/Object?
Can I upgrade to another version to get this function?
Would I be better off having a professional come into our location to create this?
Any help is much appreciated. Thank you!
Pam Hale
Message Edited by Sign Cap on 02-05-2008 09:59 AM
Message Edited by Sign Cap on 02-05-2008 09:59 AM
Recommended solution for this will be to use Record Types., they are available in Developer, Enterprise and Unlimited Editions, so you will need to upgrade. Or you can also accomplish this using Custom Object & Tab. Please contact us at execute<at>ezsaas.com so we can help you with this project.