Form Builder

The Form Builder lets administrators organize form fields, reorder tabs, and control field visibility across all add/edit forms in the CRM.

Access it from Settings → Form Builder (this is the primary admin landing page).

Selecting a Module

Use the module dropdown to switch between:

• Leads
• Contacts
• Accounts
• Opportunities

Each module has its own independent field configuration.

Tab Structure

Fields are organized into tabs. Each module comes with default tabs:

Leads

Tab	Fields
Basic Info	First Name, Last Name, Email, Phone, Company, Job Title, Website, Account, Contact, Mobile
Lead Details	Pipeline, Stage, Priority, Source, Industry, Owner, Team
Address	Country, Address Line 1, Address Line 2, City, State, Postal Code
Communication	Do Not Contact, Do Not Email, Do Not Call
Other	Tags

Contacts

Tab	Fields
Basic Info	First Name, Last Name, Email, Phone, Mobile, Job Title, Department, Account
Contact Details	Emails, Phones, Fax, Website
Address	Street, City, State, Postal Code, Country
Social Profiles	LinkedIn, Twitter, Facebook
Other	Source, Description, Tags

Accounts

Tab	Fields
Basic Info	Name, Classification (B2B/B2C), Industry, Website, Account Type, Company Size, Annual Revenue
Contact Details	Email, Phone, Fax, Emails, Phones
Addresses	Billing & Shipping addresses
Social	LinkedIn, Twitter, Facebook
Other	Description, Tags

Opportunities

Tab	Fields
Basic Info	Name, Account, Primary Contact, Pipeline, Stage, Priority, Source, Type
Deal Details	Amount, Currency, Probability, Close Date, Forecast Category, Next Step, Competitor, Owner, Team
Other	Description, Tags

Managing Fields

Reorder Fields

Drag fields up or down within a tab using the grip handle on the left.

Toggle Visibility

Click the eye icon next to any field to hide it from the form. Hidden fields:

• Won't appear on the add/edit form
• Data is still stored if previously entered
• Can be made visible again at any time

Reorder Tabs

Drag entire tabs to change their display order on the form.

Rename Tabs

Click the pencil icon next to a tab name to rename it.

Hide Tabs

Toggle an entire tab's visibility to hide all its fields at once.

Custom Fields

Custom fields created in Custom Fields settings automatically appear here. You can:

• Toggle their visibility
• Reorder them within their tab
• Delete them (removes the custom field entirely)

tip

Use the Form Builder to organize your forms for different workflows. For example, hide advanced fields that sales reps don't need, keeping forms clean and fast.

Reset to Defaults

Click Reset to restore the original tab order, field order, and visibility for the selected module.

warning

Resetting will undo all customizations for that module. This cannot be undone.