You can edit a form for the opportunity, account, contact or lead within the "Administration".
Edit a Form
- Click on the “User” and select “Administration” from drop down menu.
- Click on "Fields & Forms".
- Click on the corresponding Pipeliner Form you would like to customize i.e. Account, Contact, Lead or Opportunity.
- Click on the "Edit form" (pencil icon) button.
- Edit the form and close it. It will be saved automatically.
Note: You must publish the changes! After publishing, all Pipeliner users need to synchronize in order to see the changes!