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We are a B2B company and sell products that will never be marketed over Facebook, Twitter etc. How can I declutter our CRM source drop down by removing the un-required options?



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Best Answer

Step 1: Please Go to the 'setting' and open the developer mode
Step 2: Find the 'models' from the configuration
Step 3: In that models search your object name as 'utm.source'
Step 4: After found the UTM Source models please go to below create menu button and create menu in the CRM 

After completed this steps check CRM apps menu is visible and you can remove or update the your source from there

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Autorius

Awesome I knew there must be a simple option but couldn't find the right search terms to get these instructions!

Best Answer

editing done, now how to remove that button from CRM app?

Portretas
Atmesti
Best Answer

It works perfectely, Thank you so much

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