Creating and Editing Field Configurations

You can easily add or remove field configurations for your leads and bookings. Please follow the steps below or watch this quick video!


Step 1. Press on the Settings tab

Step 2. Click into the "Add Option" field on the far right side in the Lead or Booking header you need to update

Step 3. Type in your information such as a new billing option or lead source

Step 4. Press Enter on your keyboard

Step 5. Scroll down to the bottom of the page and press Save Changes




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