Using a Picklist in Crelate

Viewing Crelate's default picklists and creating custom picklists

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Picklists allow you to create custom fields enabling users select values from self defined lists. In Crelate, you'll have the option to manage and create your own picklists to select as a drop down in Crelate.

To manage your picklists go to Settings | Custom Picklists

From there, you can expand and add on a number of different categories to later select on contact, company and job record.

On a contact record you can then begin typing to pull up a list of items in that picklist.

What's Next?

Once your picklist has been created, you'll want to align the picklist with a custom field. More on creating a custom field below! Check out our content below!

Did this answer your question?