Sales lists

The lists the customer, lead and deal screens choose from. Every one of them is yours to add to.

Where

Sales & CRM › Setup › Customer groups or Territories; Leads / Deal › Setup › Lead sources or Lead statuses

Who

Anyone allowed to see customers.

The views along the top hold Customer groups, Lead sources, Lead statuses, Territories, Why a deal was lost, Why a lead was refused and Segments. A line under them says what the list is for. Add to a list with its own button, such as + New group or + New status.

Each row shows its Name, its Company, the Records using it and whether it is In use. For lead statuses you also mark which one counts as won or lost and where new leads start. An entry can be deleted only while no record uses it.