Add a lead source or pick-list value

Add, rename, reorder, set as default or disable the choices in Nova's pick lists, such as where a lead came from, and decide who may pick or manage a governed option.

In the sidebar, open Settings, then choose Pick Lists under Records & Fields. The page address is /settings/org/entity-values.

Many fields in Nova are pick lists: the source of a lead, and other choices across accounts, scheduling and settings. This page holds every list, grouped by the record it belongs to, so you can add your own choices.

Before you start

• Your role needs the pick-list permission to see the page, permission to create values to add one, and permission to update values to edit, reorder, enable or disable one.
• Some lists are fixed by Nova. They show Available options instead of Active values, and you can only set policies on them, not add choices.

Steps

1. Open the group for the record type, then the field, for example the lead source field under the account group. The preview shows how many values are active and disabled.
2. Press Add value. A form opens.
3. Type the Value and, optionally, a Description.
4. Tick Set as default if this should be the preselected choice. For a lead source, tick Requires referral details if choosing it should ask who referred the customer.
5. Press Add value. The value appears under Active values.

To change a value, open its card, edit Value, Description or Requires referral details, and press Save. Cancel puts the fields back.

To reorder, drag a card within Active values; the list reads Drag to reorder.

To make a value the default, press Set default on its card. To retire one, press Disable and confirm in the Disable value? dialog; it moves to Disabled values, where Enable brings it back after you confirm Enable value?.

What you see

• A card's preview shows Default, Disabled or Referral-enabled as they apply.
• Every value, including the options on a list Nova fixes, carries a Policies button when your role can update values. It opens a drawer with a Selection policy (who can pick the option) and a Management policy (who can rename or disable it). Choose Inherit to follow normal permissions or Custom to list allowed and denied roles, people and permissions, then press Save policies.
• Disabling hides the value from pickers; records that already use it keep it.

If something looks different

• Add value is missing on a field: your role cannot create values, or the field is one Nova manages, in which case the card says its options are defined centrally.
• Set default is disabled: the value is already the default, or it is disabled. Enable it first.
• A value's fields are greyed out and Policies is missing: your role cannot update values.

Open Lead Sources & Pick Lists