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.
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