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How to Customize Company Manager Tabs

October 9, 2019 by warrens

Customizing Company Manager Tabs Step by Step

Back to Prophet CRM Admin Beginner’s Guide

Just like tracking customer information, tracking company information is useful yet what information is needed is different for each business. 
Step One: Navigate to the Companies menu

Step Two: 
Select which tab you wish to customize (from the left sidebar) and select the Edit button

Note: 
The first information field in the drop-down menu is the name of the

Step Four: 
Select another tab from the drop-down menu (within the page) and press the Edit button

Step Five: 
Create a Label Name and choose a Field Type

Note: You can hide undesired information fields by unclicking the visibility box when editing it

Step Six: Press the Save button

Category iconAdmin Beginner Guide,  CRM Training

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