Docs / Admin & Security

Picklists: editing dropdown values

Manage the option lists behind dropdowns across the app, and retire values safely.

Picklists (dropdown values)

Admin Console → Data Model → Picklists manages the option lists behind dropdowns across the app — Action types and reasons, task statuses, customer stages and tiers, contact roles, contract types, success-plan statuses, timeline event types, and more.

Editing a list

Pick a list, add values, and reorder them. To remove a value, retire it rather than delete: *retired values stay on existing records but can't be selected for anything new* — so you never orphan historical data.

Tip

Changing a stage or status list here updates it everywhere that dropdown appears. (Opportunity/pipeline stages are managed separately under Deal Lifecycle.)

Related: *Custom fields for accounts and contacts* · *Account lifecycle stages*

More in Admin & Security

← Back to Admin & Security