Rearranging Order of Items in Lead View (Upgraded System)

Ken M. shared this question 8 days ago

Can you rearrange the order of items on the lead page in the new system like you can do in the old system?

If so, then how do you do it?


Comments (1)


Yes: If you click on a line item, you'll see more options for it, like a line item notes field and whatnot. After you click on a line item in the lead to expand the options, arrows for moving it up and down will show on the right hand side.

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