Adding a Category

You can add categories to accounts, contacts, and opportunities. The procedure that follows explains how to add a category for accounts. You can add a category for contacts or opportunities by navigating to the appropriate screen. Category information can be shared with other members of the sales team or kept private.

To add an account category

  1. Navigate to the Accounts screen, then the Accounts List.

  2. Query the list for the account to which you want to add a category, and drill down on the Name field for that account.

  3. Navigate to the Categories view.

  4. In the categories list, create a new record, and complete the necessary fields.

    Some fields are described in the following table.

    Describes the fields to complete when creating a new record in the Categories list.
    Field Comments

    Category

    Select an existing category or create a new category.

    Category Rank

    Type a numeric value that defines the category.

    Value

    Select a value or create a new value to assign to the category.

    Private

    Select the check box to restrict sales team members from seeing how you have categorized the account. When the check box is selected, the category is private.

    Clear the check box to designate the category as Public allowing access by team members.