Custom Lookups
Standardize data entry across Lio with custom dropdown lists, picklist values, and centrally managed reference data.
Custom Lookups let you standardize data entry across Lio using custom dropdown lists, picklist values, and centrally managed reference data while keeping flexibility for industry-specific needs.
How it works
Create dropdown lists with predefined selection options and configure picklist values so teams capture information consistently. Reference data is managed centrally and shared across all Lio modules, which keeps categorization uniform and reduces input errors. Lookups support color coding, hierarchical relationships, and export for external use.
Key capabilities
- Use built-in lookups, including industry options, Company Size, Lead Status, Lead Source, and Priority.
- Create custom lookup tables with predefined options for standardized data entry.
- Apply color coding to lookup options for quick visual identification.
- Use lookups for tags, custom fields, and categorization across all Lio modules.
- Build hierarchical parent-child structures for more detailed organization.
- Manage lookup data centrally for consistency across teams.
- Control lookup permissions through role-based access.
- Export lookup data, including custom and built-in options, for external analysis.
Tips
Define your standard dropdowns and picklists before bulk-importing leads so incoming records map to consistent values. Lookups can be used as filter criteria in Advanced Filtering.