What's Included

Sales Folder Grids

  • Accounts with Related Objects - Shows Accounts with related Contacts and Opportunities.
  • Opptys with Related Objects - Shows Opportunities with related Tasks and Opportunity Products.
  • My Open Tasks - Shows Tasks assigned to me that have not been Completed.
  • Contacts with Tasks - Shows Contacts with related Tasks.
  • My Opportunities - Shows Opportunities assigned to me, sorted by Account Name.
  • Today and Overdue Tasks - Shows Tasks assigned to me that aren't Completed and the due date is either today or has already passed.

Visualforce Pages

  • GBAddOnAccountPageTabbedGrid - Tabbed grids that can be embedded on the Account record detail page.
    • GridBuddy Related Lists tab.
    • Contacts with Tasks tab.
    • Opptys with Opp Products tab.
  • GBAddOnOpportunityPageTabbedGrid - Tabbed grids that can be embedded on the Opportunity record detail page.
    • Tasks tab
    • Opportunity Products tab
  • GBAddOnContactPageGrid - Tasks grid that can be embedded on the Contact record detail page.
  • GBAddOnLeadPageGrid - Tasks grid that can be embedded on the Lead record detail page.

Custom Buttons

List View Buttons
  • Edit_in_GridBuddy on Account - custom button to launch Accounts with Related Objects grid from the Account list view.
  • Edit_in_GridBuddy on Opportunity - custom button to launch Opptys with Related Objects grid from the Account list view.
Detail Page Buttons

Add these buttons to the Account, Opportunity, Contact, and Lead detail page layout to easily launch "related info" grids in a new window or from Cirrus Insight.

  • Launch_Related_Records on Account - launches the GBAddOnAccountPageTabbedGrid tabbed grid view.
  • Launch_Related_Records on Opportunity - launches the GBAddOnOpportunityPageTabbedGrid tabbed grid view.
  • Launch_Related_Records on Contact - launches the GBAddOnContactPageGrid tabbed grid view.
  • Launch_Related_Records on Lead - launches the GBAddOnLeadPageGrid tabbed grid view.

Post-Install Instructions

Post-install instructions can be found in the GridBuddy Opportunity Pipeline Manager Getting Started Guide.

Prerequisites

GridBuddy Opportunity Pipeline Manager requires GridBuddy Unlimited version 3.22 and above. Don't have GridBuddy Unlimited or need to upgrade? Get GridBuddy Unlimited now.