Load a different Deal layout based on the value of a field when converting Lead to Deal

Hello,

is it possible to load a different Deal layout based on the value of a field when converting a Lead to a Deal?

We use Zoho CRM for a group of companies (we use a "Business Unit" field to identify the company).

So, as an example, when converting a Lead to a Deal we'd like to:

Use Layout A when Business Unit is A
Use Layout B when Business Unit is B

Thank you

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Antonio
Ishwarya SG

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