Admin: Generic Client Contact and Client Company Look-up for use in Projects and Comps

We have created a generic Client Contact and Client Company look-up for use in Projects and Comps so that you can track both without having to use specific roles.

Edit the layouts in Projects and Comps to add these two new fields:

  1. Go to Setup > Object Manager

 

  1. Open Closed Deal > Page Layouts

  1. Open your first layout

  2. Drag the Client Contact field where you want it.  Repeat for Client Company.

  1. Click .

  2. The fields will now display:

 

  1. Repeat for Projects.

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