How do I Customize Actions in the Opportunities App?

In the Opportunities App Settings, the action level security allows you to enable/disable features. It also provides access to the users who are given privilege to perform the required actions. Once the privilege is provided, the users with appropriate privilege can perform that activity on his/her account. Go through the steps given below.

Steps to Customize Actions in the Opportunities App

1. Go to the Opportunities App.
2. Click on “More (...)” icon -> “Settings” -> “Security” -> “Actions”.
3. The following list of actions will be shown, where they can be customized according to your business needs:

• Actions
  • Create
  • Delete
  • Export
  • Home
  • Import
  • Notifications
  • Reports
  • Search/Advanced Search
  • Save as View
  • Settings
  • Side Panel
  • Trash
  • Useful Links
• Objects
  • Add to Target List
  • Bulk Action
  • Convert
  • Display Dropdown
  • Duplicate
  • Email
  • Schedule Follow Up