Edit "Add Company/Add Contact" Form

Edit the 'Add' form to add or remove fields that are available when new companies/contacts are added to the CRM.

Fields can be added, removed or reordered to the 'add' form to capture critical data points about companies/contacts. 

⚙️Steps

1. Navigate to the CRM, then to the Company or Contact list view. 
2. Select the "Add" button.
3. Select the pencil icon to edit the form.
4. Select the icons to the right of the field to add or remove fields from the form.
5. Drag and drop fields using the dots icon to reorder fields on the form.
6. Select the plus icon next to the bottom field to add a new field to the form.
7. Use the dropdown to select a custom field then, select the checkmark to save the field to the form.
8. To save the changes made to the add item form, select the checkmark at the top of the form.