Various information can be collected for Opportunities when Create a New Opportunity or Edit Opportunity Details, such as Status, Priority, Price, and Trades . However, the information collected can be customized to meet a user's needs.
For example, a user may want to collect information for an Opportunity's Date of Completion with both an estimate and actual completion date. A user would create Field Group "Date of Completion" and two Fields"Estimated Completion" and "Actual Completion" underneath it.
Customization is only available in the Browser App.
A Custom Fields can be set as "Required". Use this feature sparingly, as Users cannot save an Opportunity unless that field is filled out.
Step 1: Add Field Group
Along the left-hand bar, select Company Settings, indicated by the "building" icon
Under "Custom Fields", select Opportunity tab
Click ➕ Add Field Group on the bottom of the page
Add a Field Group Name and click Save *Eg. Contract, Date of Completion, other Trades, etc
Step 2: Create Field
Click ➕ Create Field
Fill out form:
Type: Choose what data needs to be collect , such as time, text box, check box, contact info, and etc
Label: Add a title to the Field *eg Estimated Completion, Trades, Contract Signed, etc.
Placeholder text: Include a short description of the info to be collected
Required Field: Choose if the information collected to be optional or mandatory *See Note in Intro
Field Width: Customize how big the width field will be-Full, Medium, or Small
*You can add as many Fields as needed under a Field Group
Various information can be collected for Contacts when Creating a Contact or Editing a Contact, such as Name, Mailing Address, Email, and Phone Number. However, the information collected can be customized to meet User's needs. For example, a User may ...
Details about an Asset can be added under "Asset Details," such as Location, Roof Type , and Last Exterior Renovation Date. However, the information collected can be customized to meet user's needs, as shown below. For example, a user may want to ...
Introduction There are a dozen pre-set roles in the app that will fit many company's needs . However, a company may find it needs particular roles the app does not have. A Custom Role is a tailored set of permissions given to a role that is then ...
Mobile App Create a Stand Alone Contact Select Contacts tab along the bottom, indicated by a "person" symbol Tap ➕ on the bottom right Fill out contact info and tap Create Learn how to link a Contact to an Asset Here Create a Contact on an Asset ...
Asset: A piece of property, such as a building, that has a physical location and is indicated with an icon on a map. An Asset has an owner, manager and/or tenant that are a potential Contact. An Asset also always has an attached Opportunity which ...