Administrators | ✓ | |
Company Managers | ||
Marketing Managers | ||
Sales Managers | ||
Salespersons | ||
Jr. Salespersons |
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You can create custom categories as necessary to group custom fields together.
To create custom categories, do the following:
You can move custom fields from one category into another.
To move custom fields into different categories, do the following:
You can reorder categories to suit your needs.
To reorder category positions in the Custom Field Manager, do the following:
You can reorder field positions within categories.
To reorder field positions within categories in the Custom Field Manager, do the following:
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