Settings and data
Manage the CRM pick lists
Keep the options users pick from - lead sources, industries, organisation roles, address types, win and loss reasons, company sizes, territories, customer tiers and ticket channels - in both languages.
3 min readLast updated
In this article
Pick lists keep the CRM's data consistent. When every rep chooses the source "Exhibition" from a list instead of typing "expo", "Exhibition 2026" or "fair", your lead-source report means something. This screen manages every list the CRM uses.
The lists
The Lists panel groups them under General and, when your company installed an industry pack, Industry lists. The general lists are:
List | Where it is used |
|---|---|
Lead source, Lead industry | The lead form and lead reports |
Account role, Account industry | Organisations and their roles |
Address type | The organisation's address book |
Win reason, Loss reason | Reasons for closing deals |
Company size, Territory, Customer tier | Classifying organisations and customers |
Ticket channel | How a service request arrived |
Add a value
Open CRM › Settings & Data › Lookup Values.
Pick the list in Lists. Type in Search lists to find it quickly.
Select New value.
Type the Name and the Name (Arabic), set the Order and keep Active on.
Select Save.
The value appears at once in every form that uses the list. Each form shows the name in the user's language.
Rename, deactivate or delete a value
Rename a value freely: open it, change the names and save. Records that use it show the new name, because they point to the value, not to its text.
Deactivate a value you no longer want offered: switch off Active. It disappears from the forms but stays on the records that already use it, and the list shows it as Inactive.
Delete a value only when nothing uses it. The list shows Used by with the number of records. A value in use cannot be deleted: "In use by existing records — deactivate it instead."
Tips
Agree the lists with sales managers before go-live and keep them short. A long list makes reps pick the first option that is close enough.
Fill the Arabic names for every value, so Arabic users never see English options.
For the extra details your business needs on records, add custom fields instead of overloading a list.
Common questions
Our forms show the "Manage values" link next to a list. What is it? For administrators, the link opens this screen on that list in a new tab, so you can add a missing value without leaving the form.
Will a lead import with an unknown source create a new value? Yes. In the lead import, a source or industry that is not in the list is added to it as a new value. Review the lists after an import and deactivate any misspelt values. The template's valid values show what already exists.