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How To Set Up Sales Custom Dropdowns

Required Access: Admin or Sales Admin

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Use the table below to see examples of the Sales Dropdowns that you can customise, followed by instructions on how to set up each Dropdown:
For: Opportunity Stage
  1. On the Left Navigation Bar, click Dropdown Lists
  2. Click Opportunity Stage
  3. Click Add Opportunity Stage
    • An empty row will be added at the bottom of the list
  4. Enter a Stage Name and a Win Probability
  5. Repeat until you have added all required stages in your Opportunity Stage Custom Dropdown

NOTES:

  • Use the ‘Drag and Drop‘ functionality to display the order of how you want your Opportunity Stages to be listed and displayed on the Opportunity Board.
  • The following two Win Probabilities Lost and Won are used in Filters and dashboards for Closed Won.
For: Opportunity Source, Opportunity Type, Close Lost Reason, and Sales Contact Stage:
  1. On the Left Navigation Bar, click Dropdown Lists
  2. Click the name of the dropdown list you would like to customise
  3. Click Add New Option to add a selectable option
  4. Fill out the Description field and click Update
  5. Repeat until you have added all required options in your Custom Dropdowns

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