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