No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales

Configure drop down boxes

Configure drop down boxes

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

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Under settings you will see a list of modules like Company, Contact, Activity, Opportunity. This is where the lookup lists/dropdowns are managed.

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

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

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Use the “Add”, and “Edit” buttons to change values, for example:

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Note that the CRM will not allow you to delete items that have been used.

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