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.
To configure your Countries, you will require Prospect Administrator rights. If you require these then please speak to your CRM Admin user or our Customer Services Team.
Step 1: Navigate to the Settings Centre
To edit your Countries, click on the cog icon in the bottom left-hand corner.
Once within the Settings Centre, navigate to the 'People & Places' section and scroll down until you reach the 'Countries' configure option.
Step 2: Configure the Countries List
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, click on the '+' 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 3: Obsolete Countries if Necessary
Finally, 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.