How do I create industries in customers app?

Updated on July 13, 2017 11:25PM by Admin

Consider this scenario. You are in charge of the marketing of the company's product/services for Business to Business customers. And you have convinced an organization about your product/service. That is you are able to open a new account. However, this particular business that is going to be your potential customer belongs to an Industry type that is not in your database.  

Therefore, before entering the details of the customer you need to create the industry type. The following steps will help you in creating the industries.

Here we go!

Steps to Create Industries
  1. Log in and access Customers App from your universal navigation menu bar.
    image result for customers app
  2. Click on “More” icon and select “Settings” at the app header bar.
    image result for customers
  3. Click on “Industries” from left navigation panel.
    Create Industry
  4. In industries dashboard, click on “Create” button.
  5. You can view "Create Industry" popup, as shown in the below image.
    • Name - Name of the industry.
    • Description - Description about the industry.
  6. Click on “Create” button to complete.

Related Links