How to change the Lead Source field values?
To add or modify pick list values, do the following:
- Log in to Nonprofit Vertical CRM with Administrator privileges.
- Click Setup > Customization > Fields.
- Select the Module from the drop-down list.
- In the [Module] List page, click the Edit link corresponding to the pick list that you want to modify.(For example, Lead Source field)
- In the Edit Pick List page, you can do the following:
- Click the Delete icon to delete the pick list value.
- Click Add New Values for additional pick list values.
- Modify the values, if required.
- Select the Use first value as default value check box, if required.
- Click Sort values alphabetically, not in the order entered, if required.
- Click Save.
Related Articles
Managing CRM Account Settings
Once you sign up for Nonprofit Vertical CRM and have your own account, you can personalize your CRM account. By default, the mandatory information provided by you at the time of sign up, is automatically updated. After logging in, you can change ...
Field Level Customization
Field-level customization enables organizing the field requirements of any organization. By default, Nonprofit Vertical CRM provides some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules ...
While converting a lead, what happens to the multiple campaigns that are associated with it?
A lead may have multiple campaigns associated with it. In such cases, when you convert that particular lead, you will have an option to select one from the associated campaigns. The selected campaign will be associated to the deal as Campaign Source. ...
Can I change the data type for the custom field that I already created?
No, you cannot change the data type for the custom field that you have already created. For example, if you create a currency custom field, you cannot change it to a text field.
How can I link a lead to specific campaigns?
Link a lead to specific campaigns through these steps: 1. Select a lead record. 2. Click on +Add Campaigns under the Related List. 3. Select the check box (es) of the campaigns that you want to associate to the lead. 4. Click Add to Lead. ...