CRM - Add/Modify Categories

CRM categories are set up per person and are used predominantly by salespeople to classify customers.

1. Open any module.
2. Click over the icon of a person in the upper right of the screen.
3. Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
4. Select the User Settings tab.
5. Click the CRM subtab on the left side of the screen.
6. Choose the Add/Modify Categories option. This will expand the section.

7. Click the button to Add New Record. This will add a new, blank line to the table.
8. Enter a description for the category.
9. Select the Update button on the category row.