Marketing & Services - Form Field Building
Overview:
In this article, we will review the configuration of the Marketing Opportunity Instruction. 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. Please find the available resources below.
Step-by-Step Guide:
Video Example:
For a complete video walkthrough on Marketing Opportunity Instruction Configuration, watch the video below.