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CRM Lists

The CRM module includes several list-type fields -- such as the Source field for Contacts -- that you can fully customize. All lists are available in the system configuration and can be edited to match your business needs.

Available Lists by Model​

Account​

  • Industry (crm_account_industry): Reference account sector.
  • Type (crm_account_type): The type of Account.
  • Satisfaction (crm_account_satisfaction): The customer account satisfaction level.

Contact​

  • Rating (crm_contact_rating): The evaluation of the Contact.
  • Source (crm_contact_source): The source of the contact, indicating how it was obtained.

Opportunity​

  • Business Type (crm_opportunity_business_type): The type of Opportunity.
  • Source (crm_opportunity_source): The source of the Opportunity.
  • Loss Reason (crm_opportunity_loss): Indicates the motivation that led to the loss of the opportunity.
  • Status (crm_opportunity_business_status): Indicates the custom status of the Opportunity.

Edit Lists​

To edit any of these lists, navigate to System > Configuration > Tools > Lists and select the list you want to modify.

note

For more details on list management, refer to the dedicated documentation section.