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January 13, 2013
Question

Lead Details - Drop Down Field

  • January 13, 2013
  • 2 replies
  • 912 views
Is it possible to create a drop down menu within the lead detail screen when there is no CRM integration? I'm trying to use the String data field, but it doesn't seem to be cooperating.

Thanks in advance.
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2 replies

January 13, 2013
Hi Pierce,

Not in the Lead Detail screen, but it would be able to be setup in the Design Studio for one of your forms.  There currently is no  wizard in the field management section that allows you to store the field and its values that would be necessary for a picklist field.


January 14, 2013
I think if you had values in the field you create (or if you were using an existing field) that you can see a drop down in the lead detail view. But if you create a new field with no values on any lead, then no, you cannot as Michael pointed out.