How to create tags and dropdown options
May 20, 2026
Tags and dropdown fields need options before you can select anything. If a field says "No options found", the field exists but its choices haven't been created yet.
Add options to a dropdown or tag field
Settings → Data fields → find the field → Edit → add choices → Save. The options will now appear when selecting the field on a deal, contact, or organization.
Tags vs dropdowns
Use a dropdown when the user should pick one value (e.g. Lead source: Referral, Website). Use tags when multiple values can apply (e.g. a deal can be both High priority and Renewal). Keep option names consistent — "LinkedIn" and "linkedin" are two different values that make filtering messy.