How do I create a new picklist?
Follow the steps below to create a new picklist:
- Log in to the CRM.
- Go to Settings.
- Go to Module Management > Module Layouts & Fields. The Module Layouts & Fields page opens.
- Select the module from the drop-down for which you want to add a picklist.
- Click +Add Custom Field from the Detail View Layout. A Create Custom Field page opens.
- Enter or select the following information:
- Field Type: Select Picklist from the field type drop-down.
- Label Name: Enter a label name.
- Picklist Type: Select the picklist type.
- Values: Enter the values for the selected picklist type.
- Enable or disable the desired field properties.
- Click Save.