The Form Generator customises which tabs appear on lead profiles and the order they appear in. This guide covers adding a new tab and reordering existing ones.
You need admin access. There are several form generators in FranConnect and they all behave in roughly the same way — this guide uses the Sales Form Generator as the example.
What the Form Generator does
The Sales Form Generator customises the appearance of tabs on lead profiles in the Sales module — the tabs shown below.
Step-by-Step Instructions
Follow these steps to create Custom Tabs Using the Form Generator
Open the Admin settings
Log into FranConnect and click the gear icon at the top of the page to open Admin.
Open Manage Form Generator
Click Sales on the left-hand sidebar, then Manage Form Generator.
Read the instructions page carefully, then click Continue.
Add a new tab
Click Add New Tab.
In the window that opens, give the tab a name, select the sub module and choose the permissions you want to give it. Confirm the details are correct and click Save.
Change the order of tabs
Return to the Manage Form Generator page and click Modify Tabs Position.
Drag and drop the tabs into the order you want, then click Save at the bottom of the page.