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Step #5: Read - Need to Know - Opportunity Layout

Step #5: Read - Need to Know - Opportunity Layout

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Author: TERESA URANGA
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Tutorial

Opportunity Layout

Highlight Panel
Provides a quick glance of important student information. The panel will always appear the top of Inquiry, unless minimized.


Note: The Highlight Panel is only available when accessing the record from the Inquiry or Opportunity Object. Accessing an Opportunity from the Person Account will not display the highlight panel

If the information in the highlight panel is changed, the record must be closed and re-opened to view the new information.


The minimizer button on the far right of the panel allows users to collapse or expand the panel. The minimizer function is small and easy to overlook.