Editing Account Page Layouts for Roles
In a Conga Orchestrate process, you can assign responsibilities at each step to different team roles.
To view the team member(s) involved in a process for an account, add the team member related list to applicable account page layouts:
-
In Setup, use the Quick Find and enter
Accounts. - Select Page Layouts.
- Select Edit next to the page layout to which you're adding the Team Members related list.
- Select Related Lists.
- Drag and drop the Team Member section onto the page layout.
- Select the related list properties (wrench icon) on the Team Members related list.
- Add Team Member and Team Role to the Selected Fields frame.
- Click OK.
- Select the Save button in the page layout editor.
