Add a Popup Value

Use these steps to create options or set up a default value in a popup field.

To add a popup value:

  1. Under the Setup menu group, go to CRM > System Setup > Popup Fields.
  2. Use the search filter and/or the Search field to select popup field.
  3. Click +Add Popup Value.
  4. Enter a name or select a value for each line as needed.
  5. Click Revert if you want to undo your changes. Otherwise, click Save.