Hello all
I am having the following issue
1) I created a lead
2) qualified the lead
3) step 2 created contact, account and opportunity
4) If I load the Account page I can see the opportunity under the recent opportunities tab
5) when I load the contact page, no opportunity is displayed under 'recent opportunities'
Any suggestions?
Marco
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Hi Marco,
Please follow these steps to fix your problem :
1. Edit Account and Contact Form by clicking Form editor button.
2. Click on entity and select Forms.
3. Open the main form.
4. Click on grid, which you want to customize.
5. Click Properties from the toolbox on the same window.
6. Change the view from Opportunities(Potential Customer) to Opportunities(Account) - for Account View and Opportunities(Contact) for Contact View.
7. Save and Publish.
Please mark my answer as verified, if it solved your query.
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