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As an administrative CRM User, you have access to almost all of the editable settings within your CRM. This includes creating new fields, adjusting the fields visible in a given View/Layout, and editing the values within an existing picklist field, among many other permissions.

Use Case(s)

Sometimes you may need to adjust the values stored within a picklist field, such as if you add a new lead source. 

 

 

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Content

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excludeCRM - Creating/Editing Fields, Views & Layouts

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