- 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.
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