Setting up the custom link allows you to quickly create an agreement from an existing opportunity. This is beneficial to Legal Users or Contract Managers.

User Permissions Needed
To add custom links to the Opportunity page layout:Customize Application
  1. Go to Setup > Customize > Opportunities > Page Layouts.
  2. Click Edit beside the Page Layout Name to which you want to add the Create Agreement From Opportunity custom link. The Page Layout Edit screen is displayed.
  3. On the top-left, click Custom Links.
  4. Drag the Create Agreement custom link to the Custom Links section in the Opportunity Details related list.
  5. To review the page layout, click Preview As. Select a profile to see how the pages will look for users with different profiles. Ensure that the Create Agreement custom link is displayed under the Custom Links section. Most related lists’ columns preview without data.
  6. To save your changes, click Save. If you navigate away from your page layout without saving the changes, you will lose your changes. To create a copy of your page layout, click Save and select Save As. When you copy a page layout, any actions assigned to it are also copied to the new layout. Here are a few points to keep your page layouts well-organized and easy to use:
    • Do not include unnecessary fields.
    • Keep the minimum number of required fields.
    • Check your layouts in Read and Edit modes.
    • To optimize related lists, adjust their overall order, the sorting of the records, and display of relevant columns and buttons.

A customized opportunity link is created and you have customized your organization’s page layouts. If required, add the Create Offline Agreement custom link.