M markeemark New member Sep 2, 2020 #1 Sep 2, 2020 #1 On opportunities there is a drop down for lead source. Is it possilbe to change the list that is shown? I would like to create my own list
On opportunities there is a drop down for lead source. Is it possilbe to change the list that is shown? I would like to create my own list
mhalper2000 Administrator Sep 4, 2020 #2 Sep 4, 2020 #2 Yes, if you go to this page in the settings area https://salesscripter.com/pro/crm/settings/dropdowns you can edit that list to show exactly what you want on the drop down menu.
Yes, if you go to this page in the settings area https://salesscripter.com/pro/crm/settings/dropdowns you can edit that list to show exactly what you want on the drop down menu.