The list of countries in the CRM is populated with every country in the world; however, depending on your market, you may wish to hide some and only include the countries you’re likely to sell to.

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to Settings Centre

To edit your Countries, click on the cog icon in the bottom left-hand corner.

Step 2: Navigate to People & Places in Settings

Once within the Settings Centre, navigate to the People & Places page and scroll down until you reach the Countries configure option.

Step 3: Add New Country Details

By selecting the 'Click to Configure' link, the Configure Countries window will open. Within this window, all of your current Countries will be listed. To add a new one, simply click on the plus icon in the top right-hand corner.

Simply give your new Country a name and click 'Create', then your new Country will be available to be selected from the Countries drop-down list.

Step 4: Obsoleting Countries

You may wish to obsolete certain countries that you don't tend to deal with. To do so, click on the bin icon against the required country and the selected Country will then be obsoleted, no longer appearing in the Country drop-down list. Please note: any Divisions assigned to this Country will still remain. 

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