Operations System - Customize "Lead Status" Dropdown

1. Navigate to "System"

   You can customize the "Lead Status" dropdown selections for Opportunities and Quotes. To begin, navigate to the "System" section in the Operations Portal.

   

2. Click "Settings"

   Then, click on "Settings". In order to access and update leads, you will need to be set up either as an "administrator" or a "superuser", or have the following roles: "accountQuoting", "leadEdit".

   

3. Search for "leadStatuses"

   In the "Search" field, search for the setting "leadStatuses".

   

4. Click on the more details icon

   Then, click on the more details icon.

   

5. Click "Value" Field

   Locate the "Value" field and click in the dialog box to customize your options.

   

6. Enter Preferred Value

   Enter the options you would like displayed in the drop-down menu. Use a comma to separate each value and place the value in quotations.

   

7. Click "Save"

   Then click the "Save button" to save your changes.

   

8. Verify the Updated Value

   To verify the update made on the menu option, go to the "Status" field on an "Opportunity" and click the down arrow to expand the dropdown menu.