---
title: "Configure Option Groups"
slug: "configure-option-groups"
updated: 2025-10-05T14:00:21Z
published: 2025-10-05T14:00:21Z
canonical: "documentation.infinite.com/configure-option-groups"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.infinite.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure Option Groups

Abstract

Product: **Workbench**

## Configure Option Groups

- Option Groups add custom menus to lead profiles or configure the skills field. For example, an option group can be added to add lead's areas of interest to their lead profile.
- When you have added an option group, a new section is added to the Leads Profile. where you can select the added options.
- **Build 19.11.11.** Option Groups can be used to configure the **Skills**field in the lead profile. When a resume or CV is uploaded to a lead profile, the skills information is parsed from the file and is added to the Skills field. If there are no skills that are parsed from the file, the field remains blank. Users can also add skills that have been configured to the lead profile.

![Image054.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/245ef5e9-683a-4fe3-b707-6e370ffcbe94.jpg)

#### Relevant eLearning:

[![icon12.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/b03985f7-8276-4991-91c9-b05bc2f3b296.jpg)](https://media.brassring.com/training/LeadManagerWorkbench/Sims/5AdministerOptionsGroups/story.html)

## Process

### Manage Option Groups

1. To Administer Options Groups, select Tools → Lead Manager.
2. Select **Administer Options Groups.**
3. The **Administer Options Groups** window displays.
  1. To view inactive option groups, select **Inactive**.
  2. To view active option groups, select **Active**.
  3. To add a new Option Group, select **Add New Group**. Insert the **options group name** and select **Save**.
  4. To inactivate an Option group, select the **Option Group**, and select **Inactivate**. A confirmation message displays indicating that the group has been Inactivated, select **OK**.
  5. It is best practice to inactivate instead of delete an Option Group. To delete an **Option Group**, select the Option Group, and select Delete. A confirmation message displays indicating that the group has been Deleted, select **OK**.

### Manage Options

1. Select Tools → Lead Manager.
2. Select **Administer Options Groups**.
3. Select the **Administer Options pencil icon** for the group to add or edit the options.
4. To add a single option, select **Add new option.**
  1. Enter a unique **Code, Description** and **Sort Order** for the option. To enter the description in different languages, select the **+ icon.**
  2. Select **Save**.
  3. A confirmation message displays indicating that the option has been saved, select **OK**.
5. To add multiple options, select **Add multiple options.**
  1. In the table that opens, enter a unique **Code, Description and Sort Orde**r for the options to add. To clear the details on a row, select the **Clear**icon.
  2. Select **Save**.
  3. A confirmation message displays indicating that the option has been saved, select OK.
6. To edit an existing option, select the Edit pencil icon for that option.
  1. Update the **Description**and **Sort order** as needed and select **Save**. Codes cannot be edited.
  2. Click **OK**.
7. To inactivate an Option, select the **Inactivate icon** for the option. Inactive options can be viewed by selecting **Inactive**.A confirmation message displays indicating that the option has been inactivated, select **OK**.
8. It is best practice to inactivate instead of delete an Option. To delete an Option, select the Delete icon. A confirmation message displays indicating that the option has been deleted, select **OK**.