Configuring named value lists

Use this procedure to create named value lists in Opportunity Detect.

Before you begin

Obtain the following information about your data.

Pre-defined values - You need these when you create the named value list items in this procedure.
Name of the field in your data source that contains predefined values - You need this when you associate the named value list to the appropriate field in your data source.

Log in to Opportunity Detect and go to the Settings > Detect Settings > Named Value Lists page.
Click Add List.
In the Properties panel, give the list a name and description, and specify the data type.

The data type must match the data type of the field in your data source.
In the List Items panel, enter a display name and the predefined value that exists in your data source, and click Add List Item.

Repeat this step for each predefined value for which you want to create a display name.
Click Save and Close.

When you specify transaction and profile fields on the Data Sources page, associate the named value list with the appropriate field.