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