How to Add/Edit/Deactivate Data List items

This article will explore how to add, edit and disable data list items. Data lists are drop downs that can be found throughout the site.


1) Go to Settings --> Data List

2) From the drop-down labeled "Data List", select the data list you wish to edit (example: Job type).

3) Click "Add New Record"

4) Under "Option Name", type the name of the new record and click "update".




1) Click on the Edit button

2) Make the respective changes

3) Click Update


Similar to Editing you can remove a data list by clicking on the Delete button.

The delete function however will not work if there are any existing leads with the data list item already selected.

In this case you can deactivate the data list item by unchecking the "Active" checkbox. 

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