Manage Engagements Dropdowns

CRM Engagement Dropdowns are managed in the Dropdowns section of Settings.

Add, hide, and customize dropdown options for default TermSheet fields Call Outcome, Meeting Outcome, Activity Type, and Social Media.

🔒 Permissions

Admin Roles have access to Dropdowns in Settings by default. 

💡 Things to Consider

⚙️ Steps

Manage Call Outcome Dropdown Options

1. Add new Call Outcome options using the "New Value" field. Enter the new Call Outcome option then select the + icon.
2. The new Call Outcome will be added on the top of the list
3. Drag and drop to reorder the options as the appear in a list. 
4. Select the eye icon to hide options as needed. 

Manage Meeting Outcome Dropdown Options

1. Add new Meeting Outcome options using the "New Value" field. Enter the new Meeting Outcome option then select the + icon.
2. The new Meeting Outcome will be added on the top of the list
3. Drag and drop to reorder the options as the appear in a list. 
4. Select the eye icon to hide options as needed.

Manage Activity Type Dropdown Options

1. Add new Activity Type options using the "New Value" field. Enter the new Meeting Outcome option then select the + icon.
2. The new Activity Type will be added on the top of the list
3. Drag and drop to reorder the options as the appear in a list. 
4. Select the eye icon to hide options as needed.

Manage Social Media Sources Dropdown Options

1. Add new Social Media Sources options using the "New Value" field. Enter the new Social Media Sources option then select the + icon.
2. The new Social Media Sources option will be added on the top of the list
3. Drag and drop to reorder the options as the appear in a list. 
4. Select the eye icon to hide options as needed.