Select Menu Field is a field that has a drop down that has different values in it. An agent will be able to select the value from a list or search for the value if the list is too long.
From the Dashboard, click on CRM and select Lead Layouts & Fields from the drop down
In the Manage Layout Section, click on Fields tab
Then click on Add Lead Field button.
When creating a new field, you can select the Select data type.
After selecting the field it will automatically send you to the next page where you will need to enter the information for the field you are creating.
Here is the information you need to fill in:
- Field Label - Enter a label to be used on displays, page layouts, reports, and list views.
- Field Name - The Field Name is an internal reference and is used for integration purposes such as custom links, custom s-controls, and the API. Be careful when changing the Field Name as it may affect existing integrations.
- Description - Additional info about the field (Optional)
- Help Text - This text displays on detail and edit pages when users hover over the Info icon next to this field (optional).
- Status - Either show, hide or disable the field.
- Required - Always require a value in this field in order to save a record (optional).
- Field Options - Values that can be selected within the field.
To add a new field option, put the Name and Value of the new option and press the Add button. The values you created will appear in in the lower part of the page.
Press the Add Field button in the bottom part of the page to create the new field.
The option box looks like this when viewed in the agent page.
The agent can search for the value by typing it in the Search box instead of manually going thru the long list of options.
After adding the field, Required for Statuses will appear below.
This feature will allow Admin to have a required status or statuses for this field. Agent will not be able to disposition the lead without using the required status or statuses of the field.
Select the status and click on the less than button to add the status on the Disposition Statuses this field is required for.
Click on Save Changes to apply the settings.