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Asked by

Community Member

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Using Decile Hub

How do I edit a custom data point I've already added to prospects in the funnel?

How do I edit a custom data point I've already added to prospects in the funnel?
(As another aside, I added a drop down "Geo Group" with results like SoCal, NorCal, NorEast... so we could group people for traveling events. However I've now learned every new entry has the first option automatically applied (SoCal) rendering those results useless and my data bad. I now need to go in and add a 'None' option first so that new entries don't get added to SoCal...)
I'm surprised a result from the drop down is being automatically added, where all the other custom fields I applied are happy to be blank when a new entry is created. Bit of a bummer.
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Answered by

Woody Butler

on

Hi Sara,

You're right on this, this looks like this is an oversight we didn't consider when adding this dropdown type for custom data points. I've made a note in our roadmap to improve this.

In the meantime, I'll reach out via DM to discuss if there's a quick reset of this data that would be helpful.

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