How to customize Lists on the Customer page

How to customize Lists on the Customer page


How to customize Lists on the Customer page

The Customer page has several drop down fields that can be setup with custom details including customizing Appointment Types, Delivery Ranges, Lead Sources, etc.

  1. Click the settings gear icon

  1. Click "Account Administration"

  1. Click "Lists"

  1. Under Account lists, select the list to customize, i.e. click "Appointment types"

  1. Click the "+ New appointmen type" button

  1. Click the "Appointment type" field to type in an option

  1. Click the "Save" button

  1. Click "Return to lists" to go back to the main Account lists page

  1. Click the next section to customize, i.e. "Lead Sources"

  1. Click the "+ New lead source" button

  1. Click the "Lead source" field to add an option

  1. Click the "Save" button

  1. Click "Return to lists" to continue customizing or finish


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