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- Adding fields to the Opportunity Product Multi-Line Layout
Adding fields to the Opportunity Product Multi-Line Layout
Follow these steps to add the Product Schedules fields to your Opportunity Product Multi-Line layout.
- Navigate to Setup.
- Go to the Opportunity Product page layout. From the Object Manager, select Opportunity Product.
- From Page Layouts, select Opportunity Product Layout.
- Scroll to the top and click the button, Edit Multi-Line Layout.
- Add these four fields to the multi-line layout: Schedule Start Date, # Schedules, Schedule Type & Projection Method (we recommend displaying the four fields in that order).
- Click Save.
Optionally, if you are using default values for Schedule Type (default = Revenue) and Projection Method (default = Straight Line), you do not need to add the two fields to the Multi-Line Layout.