To Do This:
- In the Main Menu, head to the Admin Section and select ‘Manage Product Types’.
- Select ‘+ Add New’ and enter the Product Type name.
- Select a background colour and text colour and select ‘Update’.
- To edit a product type, select the blue edit button beside it. Remember to select ‘Update’ if any changes are made.
- Product Types can be found in the main Lead page. This will also pull through to a Contract if a Lead is converted.
- To delete a product type, select the red delete button beside it. Select Yes to confirm. Remember, if you have a Product Interest linked to any Leads, you cannot delete it.
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