Method Community

Hello,

We are trying to edit the options for LeadStatus and are unable to locate the spot to do so.  Please advise.

Thanks.

KatesRealFood-

Its actually not possible to edit/add values for LeadStatus, this is mainly due to the fact that we automatically update LeadStatus when converting a lead to a customer.

-Michael

I was prepared to edit that action, so I will work around it, thanks.

So, where do you go to edit existing Drop-down lists that are editable?  I created a couple new drop-downs and on both, the words Ref was added to the choices.

KatesRealFood,

If its a drop down we created you should see a ... or an <Add New> option in the drop down. For drop downs you create it should automatically create a screen for you where you can add/edit values. The screen is usually the same name as the drop down field you create.

-Michael

 Thank you

Can you please explain the process, step by step, as it is not clear to me how to edit those choices when visiting the edit screen of a drop down I created.  I can't even seem to find where to view what the current choices are.

I think I have figured this out on my own and will start another thread should I need help with this again, as I have still not received a reply a month later.

Thank you for your help, regardless.

Hi KatesReaFood,

We're glad you were able to get it working.  Sorry about missing you last reply to this theard but sometimes posts can get lost, especially when they are long threads.  In the future, feel free to give your post a bump if you don't hear from us.  

We'll always try and point you in the right direction but if you need step by step assistance, you can always book consulting time with us and get one on one help.

Have a great weekend!