How Do I Create Industries in Contacts App?

Updated on August 30, 2017 10:51PM by Admin

If you have been using Apptivo CRM for a while now, you would be aware of the flexibility it offers in its various objects and modules. Contacts App has a list of pre-listed industry types. However, if you have opened an account with a new Industry type, you can add the details in the Industries options.  The Contacts App has several configuration settings that allow you to make changes to the way the app functions. You can create a new industry using Industries option. Lets have a look at how to do the same.

Steps to Create Industries

  1. Log in and access Contacts App from your universal navigation menu bar.
    image result for contacts
  2. Click on "More icon and select "Settings" at the app header bar.
    image result for contacts settings
  3. Select "Contacts" drop down. Click on "Industries" from left navigation panel.
    Industries
  4. Click on “Create” button and provide:
    • Name
    • Description
      Create New Industry
  5. Click on “Create” button to complete.

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