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Add, edit or remove field options

Product, source, potential or investment-range lists offer the configured options.

Before you start

  • An existing pipeline available to your account.

Step by step

  1. Open Fields and keep the list field you want to change visible.

  2. Click the field arrow to expand its options.

  3. To add an option, enter it and click Add.

  4. To change one, use its pencil icon, edit and confirm with OK; to remove it, use X.

  5. Click Save in the Fields dialog and check the deal selector.

  6. Enter also adds a new option or confirms the option being edited. Use Cancel or Escape to abandon an option edit. Click the field arrow again to collapse the list; this does not save changes.

Check your result

Product, source, potential or investment-range lists offer the configured options.

What you need to know

  • An empty option or one with the same name as another is not added.
Open this screen in OneWhats

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