In this article, you will learn how to create a category. This option allows you to categorize clients and group them accordingly. You can organize and categorize them as home builders, contractors, landscape company, or any label you want.

  1. On the Menu Module, click Client Management and select Categories. The Categories sub-menu will expand, click Create Category to open the Create Category page.
  2. In the Name field, enter the client category name/label.
  3. Click >SAVE to save and create the client category.