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Any way to add customer type to the new leads area? It would be very helpful.

Rebecca P. shared this question 10 years ago
Answered

When I have a new client/event, I start in the new leads area not new customer area. Is there a way to just add the customer type to the new leads input area (maybe above email address) to save a step?

Best Answer
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Yes. Settings->Optional Fields and turn Customer Type on. I've done it for you. Thanks!

Comments (1)

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Yes. Settings->Optional Fields and turn Customer Type on. I've done it for you. Thanks!

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