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CRM Integration (You are able to select more than one option)
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Configuring Dropdown Lists

To configure the contents of the dropdown lists, go to the menu and expose the Admin section, and click on Settings.

Under settings you will see a list of modules where you can manage the options that appear on associated dropdown lists:

  • Company Settings
  • Contact Settings
  • Contact Skills
  • Contact Positions
  • Activity (expand for further options)
  • Opportunity Settings
  • Ticket Settings
  • Project Settings
  • Job Settings
  • Product Settings
  • Training Course Settings
  • Campaign Settings
  • Asset Settings
  • Sales
  • Purchase Orders

Click on one (for example, Company Settings) and you’ll see a list:

 

If you click on the list (for example, sales Region) you’ll see the values:

 

Use the “Add”, and “Edit” buttons to change values.

 

Note that the CRM will not allow you to delete items that have been used i.e. they have records linked to them.

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