Configure Opportunity Page Layout - Classic
To configure the Opportunity page layout in Classic, go to Opportunity Page Layouts here
- Select the layout to want to configure (Layouts must be configured individually)
- Select Visualforce from the top scroll menu
- Click and Drag Section from the component section and drag it to the layout
* Best Practice is to place it beneath the 'Opportunity Information’ section near the top (See support images) - For Section Name enter: ClosePlan Relationship Map
- Under Layout, select One Column
- Click OK
- From the component section, select the ClosePlan - Stakeholder List component and drag it to the newly created component space
- Click on the Properties icon in the top right of the newly created component section
- For Height, enter 600
- Tick Show scrollbars
- Click OK
- Click Save in the top left corner to save this layout and complete this step
- Continue to Step 14
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