Opportunity Manager®: Knowledge & Support
Breadcrumbs

Customize fields for Account Planner Whitespace

  1. Click the gear icon in top right and select ‘Setup’

  2. Select ‘Object Manager’ from the tab

  3. Search for ‘Account Whitespace Solution’ in the Quick Find box and select

  4. On the Account Whitespace Solution object, select ‘Fields & Relationships from the left pane

  5. Click on the ‘Solution’ field

  6. In the bottom section ‘Values,’ select ‘New’

  7. Enter the product lines you wish to have on the table separated by their own line

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