Using Layout Rules for Stages and Statuses

Using layout rules that correspond to stages or statuses in a sales process can be really powerful.

As a Deal progresses through the stages toward its close, you can require certain fields that should be filled-out at every stage and ensure that no deal reaches the close without all the necessary data.

With everything you know now about layout rules, you should be able to work through this next quiz without trouble. However, we have one more topic a couple lessons down that might help you feel more comfortable with them. Check it out now if you want just a little more practice with layout rules.

Otherwise, just keep on keeping on!