How to Configure Custom Lists

Overview

Custom lists add another layer of customizability for each opportunity. Create your own list to organize Account/Opportunity types.

Setup

To modify Custom Lists, you will need to do the following:

1. Log into ContextSmith. Select the settings tab located under the User Profile.

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2. Locate the Custom Fields Tile, click "Edit custom lists"

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3. Select the option value to the list name you want to be modified.

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4. Add or Remove Option Values. Note: There must be at least one option in the list. To add a new option press the green addition button. Click the new option created to give it a new title. To remove a new option simply click "Delete" and the option will be removed from the list.

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That's it!

Note: Custom List are only accessible to users with "Admin Role"

 

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