CRM categories are set up per user and are used predominantly by salespeople to classify customers. The categories that you create here are applied on the CRM entity profile's Lead Info tab and show in the categories contact list.
- Open any module.
- Click over the icon of a person in the upper right of the screen.
- Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
- Select the User Settings tab.
- Click the CRM subtab on the left side of the screen.
- Choose the Categories option. This will expand the section.
- Click the button to Add New Record. This will add a new, blank line to the table.
- Enter a Description for the category.
- Select the Update button on the category row to save your changes.