Customize your service types to reflect the services you offer that will appear in each lead record and also as an option for you to use in your lead contact forms.

To get started, head on over to the Sales tab and follow these easy steps:

  1. Click on black Actions button toward the top right of your screen.

  2. Select the Manage Your Lead Settings option from the drop down menu, which will take you to your lead settings located within your Business Settings.

  3. Scroll down to the Service Types section towards the bottom, then click on the gold Manage Service Types button.

  4. To add a new service type, click the + Add Service Type, then type in the service name.

  5. To delete a service type, click on the trash can icon that appears on hover. 

Pro Tip: While the steps above are a shortcut to your lead settings, you can also click into your business settings (by clicking on the cog icon toward the top right of your account) to access all your lead settings.

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