How to Add Related Deal Products Widget Follow

Related Deal Products widget shows all products included in deals related to the selected contact or company.

Topics Covered:

• How to Add Related Deal Products Widget
• How would the Widget appear on Contact/ Companies Detail Screen

How to Add Related Deal Products Widget

To add this widget to the layout,

• Navigate to the Profile Icon on the top right corner
• Click on the Set Up
• Head over to the Modules Category
• Select the required Module (Contact, Company)

• Here select Customize Page Layout option.

Or

• Navigate to the Contact/ Company Module
• Select a record to open the record Detail screen.
• Click on the Actions button on the top right corner and select the Customize Layout option

• Here, drag and drop the Related Deal Product Widget to the layout 

How would the Widget appear on Contact/ Companies Detail Screen