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Subcontractor Types

C
Written by Chris Curd
Updated over 3 months ago

The Subcontractor Types section allows users to list the different types of subcontractors available when assigning subcontractors in the Leads module.

Adding a New Subcontractor Type

  1. Tap the New button.

  2. Provide a name for the subcontractor type.

  3. Tap Save to add it to the list.

Editing a Subcontractor Type

  1. Tap the name of the Subcontractor Type you wish to edit.

  2. Rename it as needed.

  3. Tap Save to confirm changes.

Maintaining an organized list of Subcontractor Types helps ensure efficient subcontractor assignments within the Leads module of SitePad CRM.

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