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Job Management

Last update 3 months ago
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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
    If you want to add a new Job Management field scroll to the bottom of your screen and click on the “+Add Field” button.
  3. Input the values you want Name, Type, Field Visibility. 
    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.
    Field visibility refers to where the field will show up, it can show for Leads, Bookings or both
  4. Click Save

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