Use categories to divide companies and contacts into different groups. By adding a set of new categories, such as "New prospects" or "VIP customers" you can search and filter them in Upsales.
A company or contact can belong to multiple categories
This article covers:
About roles & company categories
Imagine your account has two different roles: Team New York, and Team Chicago.
Team New York users categorise companies differently to Team Chicago.
To keep each team's categories separate, select the team's role under Roles when you add or edit a category. A user sees a category, for example when filtering, if one of its roles is their own role. Categories without roles are visible to all users, and administrators see all categories.
How to add categories
You need administrator access
- Click CRM → Categories → Company (or Contact to add a contact category):
- In the Default company categories table (Default contact categories for contacts), click New category. Enter the Name, select Roles if the category is only for some roles, and click the check mark (Save):
- To create a separate group of categories with its own heading, click New extra category. Name the group and click Save, then add categories to it with its own New category button:
- You can now filter using the category in the advanced search:
- The category also appears under the category filters:
Categories on contacts, renaming and merging
When you edit a contact, each extra category group appears as its own field with the group's name, where you can choose several categories. If a contact has a multi-select field you can't find among your fields, it is a category group, and you find it under CRM → Categories → Contact. A custom field under CRM → Fields can have the same name, and then the contact shows two fields with that name.
Companies and contacts are linked to the category itself, so when you rename a category, the new name shows on every company and contact that has it.
To combine two categories in the same table into one, click Merge categories next to New category, choose the two categories, enter a New name and click Merge categories. Every company or contact that had either category gets the merged one.