Although you don’t need a lot of technical chops to get it done, it does require some practice. Сlick here to learn how to add customized fields to records. For the most part, much of this stuff can be managed if you’re comfortable dragging and dropping boxes. It’s important to note, if you’re in a multi-user trial, only the first user, who has an admin profile, can access this ‘behind the scenes’ area. VIP status!
If you want to edit the tabs you see in the horizontal navigation bar, click on the pencil icon on the far right. This will allow you to re-order the tabs, so that ones you need most are moved to the top (when editing), and will display furthest to the left, when you’re done making changes.