How do I create a new picklist?

Follow the steps below to create a new picklist:

  1. Log in to the CRM.
  2. Go to Settings
  3. Go to Module Management > Module Layouts & Fields. The Module Layouts & Fields page opens.
  4. Select the module from the drop-down for which you want to add a picklist.
  5. Click +Add Custom Field from the Detail View Layout. A Create Custom Field page opens.
  6. Enter or select the following information:
    1. Field Type: Select Picklist from the field type drop-down.
    2. Label Name: Enter a label name.
    3. Picklist Type: Select the picklist type.
    4. Values: Enter the values for the selected picklist type.
    5. Enable or disable the desired field properties.
  7. Click Save.
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