Custom Properties Functional User Manual: Practical Guide for Sales Ops and Finance

Custom Properties Functional User Manual

Custom Properties

Custom Properties Page

Group/Object

Lead-> Lead Source

Add New Source

Step 1: Click Add New Source

Step 2: Enter the desired value

Step 3: Click Save to apply or Refresh to cancel changes

Edit

Step 1: Click the Edit Icon

Step 2: Edit Content

Step 3: Click save

Delete

Step 1: Click the Delete icon next to the source.

Step 2: Click OK to confirm deletion or cancel to close the popup without deleting

Notes

Note: The same Add, Edit, and Delete functionality applies to following Group/Objects

Lead-> Status

Prospect-> Status

Prospect-> Source

Task-> Type

Business Partner Roles

Credit Memo/ AP Invoices

Override Reason

Custom Fields

Step 1: Click on Action
Step 2: Click on Add New

Step 3: Use the dropdown to select the Entity

Step 4: Enter a Title for the field

Step 5: Select the Field Type

Step 6: Click Save or Refresh to remove added raw

Edit

Step 1: Click the Edit Icon

Step 2: Click and select Entity and Enter Custom Field Type

Notes

Note: System disable Field Type (not allow to edit)

Step 3: Click Save to apply or refresh to cancel changes

Delete

Step 1: Click the Delete icon next to the custom fields

Step 2: Click OK to confirm deletion or cancel to close the popup without deleting