Dear friends,
I would like to add a new block of fields in leads and contacts. What do I mean with this?
When you see a detail view of a lead or contact you have 3 blocks of fields or info:
1. Lead information
2. Address information
3. Description information
I'd like to add a new table or block of info to add new fields for both leads/contacts/accounts. How can I dod that? I've tried to do it with Studio, but it does not allow me to do that, only new fields.
I'll like to add a new Block or Table there with a new header to be used as a call script, or questions that I'll be asking the client when I call him.
By the way, anybody knows the best way to implement a call script for calling leads and save info obtained in the call?
Kind regards,
Alfonso Moreno


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