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 easily 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.
Each role won't see each other's categories, for example when filtering.
How to add categories
You need administrator access
- Click CRM → Categories → Company (or Contact if you want to add a contact category):
- Click New extra category:
- Add the category name and click Save:
- You can now filter using the category in the advanced search:
- The filter is also appears under category filters: