Locating the Opportunity Summary page:
If you click into any opportunity in your pipeline, you will land on the opportunity's Summary page.
The default sections in the Summary page include:
Details
Solicitation
Pricing
Dates
Customer
Revenue
Historical Information
Custom Fields
Editing a Summary Template:
If you would like to make any changes to your Summary page - you will click Edit summary template on the top right. This will put you into edit mode.
When you're in edit mode you can:
Edit each of your sections by clicking the Edit button.
When you're editing a section you can Delete Section, Add field, & Remove a field.
Some fields or sections cannot be deleted.
A section that cannot be deleted will not have the Delete Section button.
A required field cannot be deleted. Required fields have the lock icon next to them.
Add a section. When you're in edit mode you will see the Add a section field on the top left of the Summary screen.
Once you are finished making edits to your Sections you will have to click Exit edit mode.
Managing Custom Fields:
To manage your custom fields - you will start by clicking Edit summary template on the top right of the Summary screen.
Next you will click the Edit button on the Custom Fields section.
Click Add Field
When you're adding a new Custom Field you will type in the field name & click Click here to create (field name) as a new field.
Once you have created the new Custom Field you will need to select what type of field this will be. You will be required to choose from the options below:
You can also remove and edit your custom fields as well by hitting the Remove button, or the Edit options button.
When you're in edit mode you can also move your Sections around by clicking on the dots to the left of the section name.
Once you are finished making edits to your Sections you will have to click Exit edit mode.
Legacy Summary:
If at anytime you would like to use the original Summary view - you will need to click Use legacy summary button on the top left of the Summary page.
