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{QUICK TIP} Creating & Managing Lookup Codes

Lookup codes are the dropdown menus you find throughout the system, like income categories and prospect statuses.

 

Step 1 - Go to Setup>Database Tools>Lookup Codes

 

 

Step 2 - Select the type of lookup codes you want to edit

 

Step 3 - Edit the codes

You have the following options:

* Edit a label

* Delete unwanted labels

* Alter the sort order

* Add additional labels

 

Remember to 'Save Changes' when you are done!

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