by Mike Walsh | Jan 27, 2017 | Salesforce Tips
A brand new lead is different from a lead you’ve been grooming for a few weeks. The information you collect on the first call can help you qualify the lead, but some of that information can be irrelevant when they are showing interest in specific products or after the deal closes. Having every field needed for every stage of a deal on one page can get messy, especially when there are multiple departments involved. Wouldn’t it be great if the page layout changed based on the stage of the lead, focusing on the most important information? Salesforce has you covered!
To optimize your page layouts, all you have to do is create multiple Page Layouts and Record Types for whatever object you want to customize. Create a new Page Layout to correspond to each new Record Type and assign them accordingly, taking into consideration the Profiles that they are being assigned to. Next, create workflow rules to update the Record Type based on your desired criteria, such as Status or Stage. Now, when your users update their records, the page layout will update to display the information they really need to see to make better decisions and generate more revenue!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 21, 2014 | Salesforce Tips
A brand new lead is different from a lead you’ve been grooming for two weeks. The information you collect on call #1 helps you qualify the lead, but when they’re starting to show interest in your product, much of that information is far less relevant. Similarly, the information you need on call #8 is probably irrelevant at the beginning of the process. Having every field for every stage of the process on one page can get a bit messy and forces your team to sift through irrelevant data to find the pieces they care about at any stage in the process. This will slow down onboarding new team members and generally reduce productivity. Wouldn’t it be great if the page layout would change based on the stage of the lead to put the most important information right at your fingertips? No worries, Salesforce has you covered!
All you have to do to optimize page layouts for the stage of Leads (or any other object in Salesforce) is create multiple Record Types. Create a new Page Layout corresponding to each record type and assign the layouts accordingly. Now, create a few Workflow Rules to change the Record Type based on any number of factors on the record. Status and Stage are two great fields to base this logic on. Now when you change the Status from New to Qualified, the page layout will change to reflect the next pieces of information you need to gather to move forward and generate revenue!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
