How can I edit a form?

You can edit a form for the opportunity, account, contact or lead within the "Administration".

Edit a Form

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Fields & Forms".
  3. Click on the corresponding Pipeliner Form you would like to customize i.e. Account, Contact, Lead or Opportunity.
  4. Click on the "Edit form" (pencil icon) button.
  5. 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!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request