Set Up Company Category Codes (Cloud)

Set Up Company Category Codes (Cloud)


This setup will give the possibility to sort Companies by categories in their profiles.
Path: Sales and Marketing > Setup

1. In the last line, enter a code and a description for the category.
2. Click the floppy disk at the end of the line to save the new category.
3. Repeat sequence for the next category.


Make sure you save each line before creating a new one.

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