- Help Center
- Settings & Customization
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Settings & Customization
Types, fields, pipeline statuses, groups and your profile.
- Manage Fields How to manage your custom fields: add a field and choose its type, build the choices for dropdowns, radio buttons and checkbox groups, edit and copy fields, organize them into categories, drag to reorder, move several a…
- Manage Types How to manage your lead types: add a type and choose its color, edit and rename types, drag to reorder or sort the whole list in one click, read the usage count and bar on each type, search and filter the list, find typ…
Still need help?
Our support team is happy to help. Call us at 800-587-2030, Monday to Friday.