Setting up your prospecting/CRM environment
The first thing you want to do with your Sanity OS account is create an environment for you and/your team to begin working from. The first step is adding fields that are relevant to your business.
To do this click Database Manager and then click Manage Lead Forms.
The options on the Left (highlighted in red below) are a choice of fields for you to use in your form. As each option is selected you will notice its added to a box on the right.
If you want to add a custom field or perhaps even a drop menu with multiple options simply click Add New Field.
TIP: When adding a new field you can use Drop Downs to create stages for your prospecting/lead life cycle. This will allow you to track contacts at each custom stage.
You can Drag and drop the position of your fields to choose the order they appear in.
NOTE: When you place a field in the first position it is used as a title for your record.
You can re-order your fields, add, rename or remove them at anytime.
When you've finished adding the fields, give your layout a name and click Save.