To add a Document type you will need to have the Super Admin permission, if you do not have this please ask your manager to carry out this task.
- Head to the Main Menu.
- At the bottom of the list click ‘Admin’, click ‘Manage Document Types’
- Press the button on the top left-hand side corner ‘+ Add New’.
- Type in the Name, for example Supplier Quote.
- Tick the active box.
- Once finished click update on the right-hand side.
- If you refresh the page and head to the lead page this type will now be included as a selection.