In this lesson, we create a couple of Lead Processes and Record Types for Installation and Software Development leads.
Now that we have created Record Types on the Lead object, we look at the picklists available for editing. We note that the Status field is not one of the available fields available under the Picklists Available for Editing section. I explain how to add picklist values and rearrange them on Leads ...
Now that we have multiple Record Types on Lead, we can adjust the page layouts by Record Type and Profile.
I provide an overview of key ingredients needed for supporting business processes on custom objects.
