New Functionality – Additional Fields for Tracking Sales Opportunities

LeadMaster has added the following fields for opportunities:

  • 10 Text Fields
  • 10 Integer Fields
  • 10 Date Fields

These fields are initially disabled.  To use the new fields you’ll need access to Administration.  Click on Admin, then Customize Pages and then  Add / Edit Opportunity.  Click on the field you’d like to use, select either a custom label or the standard label, click Submit and the new label will show us when adding or editing opportunities.

New Fields Available for Tracking Opportunities

New Fields Available for Tracking Opportunities

 

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

Explore posts in the same categories: General Info, LeadMaster Solutions, What's New at LeadMaster

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