How To Create And Set A Category

Creating Categories

Your 'Categories Hub' is located within the Settings dropdown of your Dashboard.



And this is where all of your Categories can be _created, managed and amended._

Category Topic Ideas

Customer

Competitor

Lead

Prospect

Follow-Up

Partnership Opportunity

Marketing

'Name of User'




Once you have decided on a purpose for your Category, select to + Add New.

Create a name for the new Category which will appear in the Dashboard Tag.

Customise your Category appearance by Colour and Icon to add unique identity and familiarity in the Visitor Table.

Setting Categories

You can apply any of your created categories to companies from the Visitor Page or Company Visitor Details section.

Updated on: 09/02/2022