Set Up Labels and Lists

Use the Labels and Lists Setup form to set up the terminology used in the CRM application and the values that will be available from drop-down lists.

Each of the setup forms focuses on a different area.

Form	Description
Summary	This form shows you all of the work that you have done on the other forms.
Labels	During the Activation process, you identified the primary industry in which your enterprise operates. Based on this industry choice, your DPS database was updated to use industry-specific terminology. Now, on the Labels form, you can further customize terminology. For example, you might change the term "Employees" to "Team Members," "Associates," or "Specialists."
Lists	Throughout DPS, your users will make choices from drop-down lists. For example, your business development staff will select a value from the Proposal Status field to identify the current state of a proposal. Here, on the Lists form, you can review the values that are pre-set for these drop-down lists. (In the case of Proposal Status, for example, these values are In Progress, In Review, and Submitted.) You can change the default values to better reflect your business needs, add new values, and remove values you do not want.