Pipeline System Fields

System fields come with common pre-defined values. However, you can customize them for your particular application and requirements. There are four system fields for the pipeline:

• Won Reason
• Lost Reason
• Division
• Lead Source

For example, a manufacturing company may use different values for their 'Won Reason' than a software company.

Adding a system field item

To add a system field item:

1. Navigate to Pipelines from the main menu.
2. Select System Fields.
3. Navigate to the tab corresponding to the system field to which you want to add an item.
4. Select ADD ITEM.
5. Fill out the form to add a system field item.
6. Select ADD ITEM.

Updating a system field item

To update a system field item:

1. Navigate to Pipelines from the main menu.
2. Select System Fields.
3. Navigate to the tab corresponding to the system field whose item you want to update.
4. Find the system field item you want to update, then select its Edit row action link.
5. Make your changes. 
6. Select SAVE.

Deleting a system field item

You can delete system field items using one of two ways:

• Deleting individual system field items
• Deleting system field items in bulk

Deleting individual system field items

To delete a system field item:

1. Navigate to Pipelines from the main menu.
2. Select System Fields.
3. Navigate to the tab corresponding to the system field whose item you want to delete.
4. Find the system field option you want to delete, then select its Delete row action link.
5. Finalize the system field option deletion on the confirmation modal.

Deleting system field items in bulk

To delete system field items in bulk:

1. Navigate to Pipelines from the main menu.
2. Select System Fields.
3. Navigate to the tab corresponding to the system field whose items you want to delete.
4. Select the system field items you want to delete using their checkboxes. Ticking the topmost checkbox selects all system field items.
5. Confirm that the 'Delete' option is selected in the bulk actions dropdown button.
6. Select APPLY.
7. Finalize the deletion of the system field items using the confirmation modal.