Add Fields and Edit Layouts

The goal of this tutorial is to show you how add Fields and edit Layouts in Upmarket

Role(s)

• Admin
• Editor

How To Add Fields 

1. Select the Settings tab from the Toolbar
2. Select Fields under Configuration 
3. Choose the section you want a field added to: 
   • Account, Contact, Lead, Name, Task
4. Click Add Field 
5. Enter a Field Name and choose the corresponding variable type:
   • STRING: an ordered sequences of characters
   • ID: a unique identifier
   • INTEGER: a data type used to represent real numbers that do not have fractional values
   • BOOL: a value that is either true or false
   • TEXTAREA: a string that is more than 30 characters
   • PICKLIST: a list of options
6. Click Create

How To Edit Layouts

You can change the order of fields for layouts in Upmarket including Accounts, Opportunities, or the Complete Call pop-up.

1. Select Layouts under Configuration 
2. Select a Record Type from the drop down to house the field: 
   • Account, Contact, Complete Call, Objections, Opportunity 
3. Select the Field from the drop down list and click Add
   • Check the box next to the field to make it required
   • Click the up or down arrow to move the fields position in the selected record type 
4. Click Save