teambox

Where can I define the industry sectors for my contacts?

General information

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.

Steps

  1. Go to “Admin” > “Settings” > “Sectors”
  2. At the end of the list, click the green ‘plus’ icon to create a new industry sector
  3. 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
  4. At the bottom of the page, click ‘Save’
    => The industry sector has been added to the system.