We understand that the business development process is different for each and every organisation. In certain industries, various and particular details are recorded during each process, which is specific to the type of job, product or service. This is why we have catered our Opportunities, Contacts and Contact Persons in the system to work with the way you do things!
To accomodate additional information, we can add new fields into the Add and Edit forms:
The new fields can be in the following formats for your convenience and with default values pre-selected:
|Radio Buttons||Yes or No|
|Date||Select a calendar date|
|Time||Select a time|
|Datetime||Select a calendar date AND time|
|Timestamp||Automatically records the date and time of form submission|
|Text Field||One line of text|
|Text Area||Multiple lines of text|
|Picklist||Referrable to a particular list in the system|
So, let us know if you have further requirements to add more fields into your forms by contacting us on firstname.lastname@example.org.