Each configurable list (for example Lead Source or Transaction Stage) has a set of values. Add the values your team uses so they appear in the matching dropdowns on contacts, tasks, and transactions.
Who can do this
- Owners and Admins — can do this for any record or setting in the account.
- Agents and Assistants — cannot do this.
Roles are predefined by NextAccord. See all roles & permissions
Steps
- Step 1: Open Settings → Custom Lists.
- Step 2: Choose the list you want to change.
- Step 3: Add a custom value, or edit an existing one.
- Step 4: To retire a value, make it inactive — it is hidden from new selections but stays on records that already use it.
Tip: Set your pipeline stages before you create many transactions, so deals slot into the right stage from the start.
Tip: Some system-provided values may be read-only; you can still add your own alongside them.
Common problems
- A value I need is missing from a dropdown.
- Add it here as a custom value for that list. Agents and assistants see lists read-only and should ask an owner or admin.
- An imported CSV flagged values that “do not match my lists”.
- Add the missing option here, or change the value in the CSV, then re-run the import preview.