Types

Lee Dussinger Updated by Lee Dussinger

Essentially, Types are styles of Plans that have pre-set details that you will want to refer to every time.

Right now, Types are used to govern the custom fields present in your plan. As we continue to build and refine, Types will also govern the hierarchy of campaigns as well as other details.

Here's an example of Types and the custom fields associated with them:

Here's how Admins can set up and manage Types:

  1. Click on Opal Options
  2. Hover Over Configure Workspace
  3. Click on TYPES
  4. Create and edit Types here

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