Marketing Opportunity - Form Field Building

Overview:

In this article, we'll review marketing opportunity instruction configuration. This will allow you to customize the order form to ensure that agents provide the necessary information you will need to complete the task.  Utilizing our Instruction Editor gives you access to numerous data fields, which can also be configured as required fields.  For your convenience, here are some resources available to review: 

• Step-by-Step Guide
• Video Example

Step-by-Step Guide: 

Video Example: 

For a complete video walkthrough on Marketing Opportunity Instruction Configuration, watch the video below.