Hello, I am wanting to do a little customizing on my lead screen and am a little unsure of where I need to add some of the fields. I'll do my best to explain.
I am setting this up for a music booking business so what I need to track on my leads is new venues that re-occuring booking could be landed at as well as new one time or special events that I may be able to land.
I have already set up a new table, screen, and tab that tracks data on special events that I book. This table though is for events that I have actually booked at so I don't think I can really tie that table in in any way with my leads screen.
What I need to add to my leads screen are things about the event like event date, event time, event type, event budget, and probably other things that I will identify as I go.
So, I have no problem making a new table and adding fields, or adding fields to a preexisting table. But for some reason I can't wrap my head around how to add fields into the lead screen.
Do I need to add the fields into a table that is already tied to the lead screen? What would that table be?
I hope this question makes sense I'm kind of vague on my next step on it and it's making it hard for me to frame the question!
Thanks for any help