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: