I am using the Account Tracking template. Anyone know of a way to customize the “Stages” and create your own “Fields”? I click on the the “Add Field” button and it does nothing. I am working under my company’s Business Plan. Thanks.
If that button does nothing you are probably logged in as a guest and not a member of the company. Can you create custom fields in other projects?
No I cannot. However, it shows me as logged in under the company name. Can we not create custom fields because we need to upgrade our account to the top tier? Thanks.