The Opportunity Wizard can be used on a limited set of users without setting a page override.
There is a separate button that can be used for the Wizard called "New Opportunity Wizard". This available on any Opportunity related list for Objects like Contacts, Accounts, etc. For the best experience, we suggest adding the button to Contacts only.
| NOTE: This button will only show up to a Licensed Transaction Management user, so this is a good way to ensure only the correct users see the button, even if shared across non-licensed users. |
This screenshot shows an example where we are modifying the Opportunity related list of a Contact.
Ensure the "New Opportunity Wizard" button is in the selected buttons column and save your page layout.
