Creating Industries

Last Updated January 11th, 2018 by Rick Caskenette

An Industry (banking, aerospace, manufacturing, etc.) can be added to a new or existing account to further categorize or subdivide the different accounts.

Here's how you create a new Industry:

  1. Navigate to Settings.
  2. Select Industries from Contact Management Settings.
  3. Select New Industry.
  4. Add a name.
  5. Select the Create button to complete.

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