Configuration: Add-Edit Income Levels (Version 1.0)

This tutorial will cover how to add and edit Income Levels within Fundly CRM.
Income Levels allow your organization to track financial demographic information about your contacts.
While Fundly CRM allows for the creation of any number of Income Levels, 5 to 6 levels is recommended.
From the Configuration Management – Income Level screen, to add a new Income Level click on the Add(+) button in the upper right of the screen.
This will open the Add/Edit Income Level popup screen, where you can specify the name of the income level in the Income Level field.
To make an income level active within the system click on the Make Active checkbox.
Once you have set the information for the income level click Save & Close to return to the previous screen, or click Save & Add New to add additional income levels.
To edit an income level currently configured, mouse over the entry for that income level and click on the Edit(pencil) button that appears on the left.
To delete an income level, not currently in use, click on the Delete(X) button to the right of the Edit button.
To change the status of an income level, not currently in use, click on the green or gray button in the status column to the right.