Assigning picklist values

Picklist is a drop-down list where the user can select one of the values, and Multi-Select is a drop-down list where the user can select multiple values.

When defining these values, it is best to think about your reporting requirements. Take the following examples:

• If you imagine a bar chart, what would you want to see on the y axis (across the bottom)?
• If you imagine a pie chart, how would you like to see this divided up?

This is often an area that confuses many first-time CRM owners. So, the following are some detailed examples that are often used successfully:

Table 2.3 – Picklist and multi-select values

This recommended list in Table 2.3 should be used as a guideline for defining your own tailored list.

Now that we have considered removing, keeping, and adding fields into the Leads module, it is time to understand how to organize the page layout.