A Field Group allows you to group together different sections of your transactions. Once you have the group in place, you can add Field Sections within the group and then individual fields within that section (Field Group -> Field Section -> Fields).

For example, you may want to add a Field Group for any of the loan details. The group would be Loan with the Field Section as something like Loan Details. The individual fields would be anything that have to do with loans, such as approval status, financing type, loan amount, etc.

To add a Field Group, go to the hammer icon and select Field Editor.

By default, you will see Details, Commissions, Listing Details, and Agent Intake Questions as your Field Group options.

Click on the Groups button and choose Add Group to start adding a new one.

A side panel will open to the right of the field choices where you can enter the new group name. Once you have the name entered, click on Add Group. Now you can add Field Sections to the group before adding fields.