Add to Drop Down Menu?
Hello. I've spent hours on this simple task, very frustrating!
Please see image. I am building up a pick list of "lead sources". I simply want my standard users to be able to add new lead sources when entering a lead or deal, not just pick from the ones we have (without going into the admin settings, of course). This is too simple, but I just don't get it… Any ideas, please? Thanks!
Answers
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Hi @mariog7
You currently have a Multiple-option field for your Lead Generation custom field. I think you should change your Custom Field type. There are multiple different types to choose from, but I would recommend using an Autocomplete or Text field for your needs.
Sadly there is no way to change the existing field type. So you would have to create a new one and bulk edit all of the existing data.You can how to manage Custom Fields from this article.
Best,
Andre Vill / Dominate Sales
Certified Pipedrive Reseller partner[English] https://dominatesales.io/ - [Eesti] https://dominatesales.ee/pipedrive-crm/
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