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.

How to add roles and company categories

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.

Extra categories

Let's say your account uses the standard categories for determining the status of the company, from 1 to 10.

Maybe you want more ways to categorise your companies. For example, categorising based on products they've bought.

Create an extra company category and name it something like "Bought products". Then simply add your product names as options inside that category.

You can now filter on both your standard company categories as well as your extra ones in the list of the platform and in the advanced search.

Company categories is found in Settings under the CRM tab. You need administrator access to edit this.