The visibility of Opportunity Manager and custom features at the organization level is determined by the setting Altify Opportunity Manager Settings. This is also where you create default custom tabs if required.
The following settings are applied to an opportunity if you have not created any plan types, or if a plan type is not assigned to the opportunity.
- In Setup, go to Custom Settings.
- Click Manage beside Altify Opportunity Manager Settings.
- Click Edit.
- In the Tab Name List field, list the tabs that should be visible in Opportunity Manager. Separate them with commas, and make sure not to add any spaces between them.
- 'Overview' for the Overview tab
- 'Process' for the Process tab
- 'Assessment' for the Assessment tab
- 'RelMap' for the Relationships tab
- 'Insight' for the Insight tab
- 'Actions' for the Actions tab
- 'TestImprove' for the Test & Improve tab
-
Click Save.
For help with adding a custom tab that will direct users to a Visualforce page, see Adding Custom Tabs to Opportunity Manager.
The order in which you list them determines the order in which they are presented, both within Opportunity Manager and as tiles on the launchpad.
For the list to work correctly, specific names are required:
A list that includes every OM tab might look like this:Overview,Process,Assessment,RelMap,Insight,Actions,TestImprove