Company categories
In Settings → Company categories click a suggestion to include it, type a custom name when you need one, then Save. The lists apply across the company.
On this page
Who is this lesson for?
- Company admin: picks the lists the team uses on deals, clients, products and the other modules on the plan.
- Employees: do not open this page. They pick from the lists you saved when they add a record.
Before you start
- You need permission to manage company settings.
- A section appears only if that module is on the plan.
Open Company categories
From the menu: Settings → Company categories.
Each block is one list. The hint under the title: Click suggestions to include them.
Include or remove a suggestion
A chip with an × is on. A dim chip is off. Click to turn it on or off.
| Section | Where the team uses it |
|---|---|
| Pipeline stages | The path of a deal. |
| Deal categories | Types of deals. |
| Lead sources | Where a lead came from. |
| Client categories | Types of clients. |
| Product categories / Product attributes | The shop catalog. |
| Booking service categories | The booking catalog. |
| Project categories / Task categories | Projects and tasks. |
| Contract types / Asset types / Ticket groups | Contracts, assets, support. |
A section in full
Scroll to the list you want, for example Product categories.
Type in Add custom name… to add a name that is not in the suggestions.
Save
Click Save at the bottom after you include, remove, or add names. Select at least one name in any section before you save.
What happens after you save?
- New records in that module show the lists you kept.
- A name you turned off no longer appears when someone adds a record.
- Changes apply to the whole company.
Common questions
Dim chip or chip with ×?
Dim: not in your list yet. ×: included. Click to switch.
Custom name or a suggestion?
Use a suggestion when it matches the work. Type a custom name when it does not.