How do I add options to drop down menus?

  1. Log in to your CRM

  2. Select Settings tab at the top of the page.

  3. On the left hand side menu, click on “Drop Down Menu”

  4. Click on Add New

  5. You can add the new drop down selection for lead status, lead type, task status, task priority, lead rating, lead priority in the box


     

  6. Click save and the changes will be added to all of your drop down menus.

  1. Your new drop down menu has been added.

Agent Locator Platform - Level 2 -
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