Navigating to App Settings
1. Click on Settings
2. Click on Company
3. Click on App Settings
Add Customer Types, Customer Payments, & Lead Sources
1. Click on the section you want to work on
2. Insert the new tag name you want to add and press "Enter"
Delete Customer Types, Customer Payments, & Lead Sources
1. Click on the "x" option next to the desired item to delete it
Updating Estimate Request Availability
1. Check/Uncheck using the toggle to update the days customers can request estimates for
Save and Update
1. Click on Save to register the changes