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Opportunities Layout

New Member
Posts: 1
Country: USA

Opportunities Layout

Two questions:

 

1.  How do I set my customized layout as the default layout for all tabs?  The opportunities tab automatically stays on the basic layout and I cannot get the customized one to stick as the default; it is creating a lot of confusion.

 

2.  Once in the customized opportunities layout, we have a revenue field that has multiple years and a total.  How do I get the individual years to automatically populate into the total?  They are not currently doing so.

 

Thank you in advance for any help you can give!