Once an industry sector (such as “Agency”, “Photographer”, “Hospitality” and the like) has been created, it can be assigned to a contact (“Addresses” > contact details > drop-down “Sector”) and you can also filter for contacts based on their assigned sector.
- Go to “Admin” > “Settings” > “Sectors”
- At the end of the list, click the green ‘plus’ icon to create a new industry sector
- Enter the industry name and (de)select “Partner”, “New business” and/or “Client”, depending on which types of contact should be able to be assigned to this type, and click the green ‘check’ icon to save your changes
- At the bottom of the page, click ‘Save’
=> The industry sector has been added to the system.