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Record Types go hand in hand with Rules for Page Layouts, Profiles, Opportunity stages.
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Now we are going to put the record type field on the page layouts. Remember to add it to each page layout in exactly the same position.
Your record types are now set up.
The next step is to extend the Record Types with workflows.
- This allows you to automatically change the page layout when the stage of the Lead or Opportunity changes.
Notes
- Page layouts on their own are a bit useless because there is no way to change the page layouts. The only way to change a page layout is to change the record type, and the page layout is associated with that record type.
- If you only have one record type plus the master, once you change the record from the master to the record type, you can't (easily?) change it back. So have two record types.