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Categories

Categories are how your leads and jobs are grouped. Each one can have its own stages and fields.

Venue and Business1 minute readOwners only
CategoriesFull size

Categories. Click any picture to see it full size.

  1. Open Categories from the menu (under Setup).
  2. Press Add, give it a name and fill in any details it needs.
  3. Press Save. It is now a choice on every lead and job.
Only one?If you only have one category, that is fine. The CRM hides the choice where it is not needed.
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