How to add and update questions in my leads and bookings fields

You can add new custom fields to Leads and Bookings, which will show when editing them and be available when creating forms to capture data from customers. Add your own field name, different types of fields and set whether it should show for Leads, Bookings or both. For some field types, such as Files you can also allow multiple to be added to each Lead / Booking or limit it to just one.

1. Go to your Profile Icon (bottom left) > Settings.

2. Click on Job Management.

3. To edit a current field, click on it and a drawer will open. Make the necessary changes.

4. If you want to add a new Job Management field scroll to the bottom of your screen and click on the “+Add Field” button. The drawer will open.

5. Enter the following :-

   • Name refers to the Name you want the new field to have.

   • Type refers to how you would like the newly added field to be answered. Choose from the dropdown menu.

   • Field visibility refers to where the field will show up, it can show for Leads, Bookings or both. Choose from the dropdown menu.

6. Click Save.

Note - The new field will now show when editing Leads / Bookings and be available when creating forms.