Creating custom statuses for your business and your specific needs is easy. Go to Settings > Follow-up Builder Click the green tab with a “+” to create a custom status. Once you do that, you can click the edit icon next to the newly created status. When you do, you’ll see the following things to edit: […]

f you are trying to change the terminology with something in the smart form or lightbox or proposal, you are probably just needing to access the edit labels area. To do this, go to the sidebar of your admin area and click “Use Smart Form”. The accordion bar above the smart form has a button […]