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Apollo allows you to create Custom Fields for contacts, accounts, opportunities, and users. Within a custom field, you have the option to choose the field Type. One of the more commonly used field Types is a Picklist.
Picklists are defined lists of values (options) that you can use within custom contact, account, and user fields. They come in two varieties:
- Picklist: Allows you to select one option from a pre-defined list
- Picklist (Multi-Select): Allows you to select one or more options from a pre-defined list
The Apollo Global Picklist feature provides a way for you to leverage the same list of values for different custom Picklist fields. For example, say you have three custom Picklist fields—one for contacts, one for accounts, and one for opportunities—and they are all named "Health". In this case, rather than manually entering the same options for each custom Picklist field, you can create a Global Picklist that you can use in all three (or more).
Refer to the section below for additional details about how to create global picklists within custom contact, account, and user fields.
Create Global Picklists
Log into Apollo and then click Settings.
Click Global Picklists.
Click ++ New Global Picklist Value Set.
In the new modal, type a Name for the Global Picklist Value Set.
Click + Add Option to add a new Picklist Option to the Picklist. Repeat this process for as many options as you'd like to include.
If you need to remove an option, click the Delete button next to it.
When you finish editing the Picklist, click Save.
The Global Picklist is now available for you to use in any custom contact, account, or user field.
For any existing Global Picklist, refer to the Currently Used By column on the Global Picklist page to determine which (if any) custom fields currently use it.