Applicable plans
Sprout Blossom Garden EstateForest


Drop down fields are useful when a single value needs to be selected from a list. In Freshsales, drop down fields are provided for leads, contacts, accounts as well as deals. The values for each drop down list are called choices. As drop down fields are totally customizable, you can add, edit, reorder and delete any or all of the choices.


Here’s how you do it,


  1. Go to Admin Settings > Leads/Contacts/Accounts/Deals Module. You’ll be directed to a page that has the respective fields. 
  2. Find a field with dropdown choices. The dropdown fields have the icon associated with them. Dropdown fields come with default choices of which some are editable and others are non-editable. Non-editable choices are completely highlighted in grey. The other choices, however, can be edited, deleted and rearranged.


The table below has a list of all the drop down fields for leads, contacts, accounts and deals. (The choices in bold are non-editable)


Lead Dropdown fields

Contact Dropdown fields

Account dropdown fields

Deal dropdown fields

1. Lead stage

  • New

  • Contacted

  • Interested

  • Under review

  • Demo

  • Unqualified


(edit or add choices of your own)


2. Source

  • Web

  • Organic

  • Email

  • Referral

  • Direct

  • Paid search

  • Blogs

  • Social Media

  • Display Ads

  • Events

  • Webinar

  • Webchat


(edit or add choices of your own)


3. Campaign

(edit or add choices of your own)



4. Industry Type


(edit or add choices of your own)



5. Business type

(edit or add choices of your own)



6. Unqualified Reason

  • Junk lead

  • Unable to reach

  • Not interested


(edit or add choices of your own)


7. Product

(edit or add choices of your own)



1. Source

  • Web

  • Organic Search

  • Email

  • Referral

  • Direct

  • Paid Search

  • Blogs

  • Social Media

  • Display Ads

  • Events

  • Webinar 

  • Webchat


(edit or add choices of your own)


2. Campaign

(add choices of your own)



1. Industry type


(edit or add choices of your own)


2. Business type

(edit or add choices of your own)



1. Deal stage

  • New

  • Follow up

  • Under review

  • Demo

  • Negotiation

  • Won 

  • Lost


(edit or add choices of your own)


2. Source
  • Web

  • Organic Search

  • Email

  • Referral

  • Direct

  • Paid Search

  • Blogs

  • Social Media

  • Display Ads

  • Events

  • Webinar 

  • Webchat


(edit or add choices of your own)


3. Campaign


(edit or add choices of your own)


4. Type
  • Follow up

  • Under review


(edit or add choices of your own)


5. Lost reason
  • New Business - Renewal

  • Existing Business - Renewal

  • Existing Business - Upgrade


(edit or add choices of your own)


6. Product

(add choices of your own)


7. Payment status

(edit or add choices of your own)



 


       3. If you feel the need to add more choices to a drop down field,


  1. Click thedropdown on a field and click the button. This brings up the Edit Field overlay.Alternately, you can also click Add/Edit choices on the field. This brings up the Edit Field overlay.

  2. In the Edit field overlay, you can view the Label (which is Deal Stage), Internal name (deal_stage_type), Group (Basic Information), Field Type (Drop down) and the Choices (New, Won and Lost). All of them are non-editable
  3. You can add new choices by clicking the Add choice button.
  4. A new choice is added below the default choices. You can enter the value for the choice and click Save.
  5. If you’d like to delete the choice, click the Delete icon and if you’d like to rearrange the choices you’ve added, simply drag and drop them.
  6. Hit Save when you’re done.


Note: 


  1. When you edit a choice by changing its value, the change is reflected across all records that have that choice selected in the field. For example, let’s assume Deal Stage is the field and that you’ve added a choice called Demo. If you change the choice Demo to Product Demo, all the deals that have the choice Demo selected in the field Deal Stage would now have Product Demo in the field.
  2. However, if you delete a choice, all records with that choice are replaced with the first default choice in the drop down. For example, say Deal Stage has 4 choices in the order - New, Follow Up, Demo, Won of which New and Won are default choices. If you delete the choice Demo, all the deals that have the choice Demo selected in the field Deal Stage would have New (which is the first default choice) in the field.


The fields under Additional Information and Application Data are custom fields. Custom drop down fields are completely at your disposal. You can add or delete as many choices as you’d like, name or rename the field and also change the group of the field and field type. 


Learn more about editing custom fields.