We sell different software like school ERP, websites, bulk SMS.
So what I need is a dropdown field naming Businesstype which have 4 dropdown options like School ERP, website, Bulk SMS, or Custom
So that when ever my sales person enter the lead he can sub associate the lead with these options.
I also need that I can search based on these drop option in Advanced filter.
Was not able to figure this out.
Hope to get a solution.
Hi,
you can add the desired field in the studio, along with your list of options. After creating the field, add it in the respective/desired views (Detailview, Editview, Quickcreate, Filter). Done!
Thanks for the reply, Well I have added a field as business type name and added its dropdown list.
Now the issue is when I check back under studio>leads>fields I am not able to find the list.
and when I check under dropdown editor I am able to find it
I am not getting it how to show it under labels so that I can also aadd it under leads main page and on filter as well.
Attaching the screenshot, hope it will help.
As you will be able to see I have already added the dropdown.
Just need to know how to get it on the main lead page.