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.
- 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.
- In the Name field, enter the client category name/label.
- Click >SAVE to save and create the client category.