1. Click on Company Settings
2. Click on App Settings
Customer Types
3. Type Example: "Residential"
4. Click on Save
5. To see the changes made, click on contacts
6. Click on the customer's name
7. Click on Select a type...
8. Now Customer Type "Residential" will be found in the dropdown menu
Payment Methods
1. Type Example: "Cash"
2. Click on Save
3. To see the changes made, click on Jobs Pipeline
4. Click on the invoice...
5. Click on Mark as Paid
6. Now Method "Cash" is shown in the dropdown menu
Lead Sources
1. Type Example: "Mail"
2. Click on Save
3. To see the changes made, go to your Booking Form. Now, How did you hear about us? "Mail" will be shown in the dropdown menu
