BlueSailCRM allows you to customize data entry fields to capture information relevant to your business. To modify data fields,
simply login as an Admin, navigate to the relevant entity e.g. Leads, Business Contacts,
Opportunities, Companies, or Tasks.
From there, click the "3 dots" button to see more menu options, and select 'Customize Fields'. Another way to get here is
to navigate to 'Admin' -> 'Data Fields'.
In this area of the application, you can customize each data field -- both the values you want to show AND the order you
want them to display in.
Changes you make will be reflected immediately in the application.
Important: We recommend customizing data entry fields from the outset to get the most
out of your CRM. Once you change data fields, it will affect all existing
records e.g. if a Lead has a status of 'Qualified', and you delete the 'Qualified' status,
that Lead will no longer have a status set until you update it manually.