How do I create the Sub Industries for the Existing Industry in Customers App?

Updated on September 15, 2020 07:38AM by Admin

Sub-industries are industries within a large group of companies. For instance, the financial sector can be divided into industries such as asset management, banking, life insurance, and so on. In Apptivo CRM, you can add sub-industries from any application.

Steps to create Sub Industries in Customers App

  • Log in and access the Customers app from the universal navigation menu bar.
  • Click on the "More" icon and select "Settings" located at the app header bar.
Customers App

  • Go to Customers → Industries from the left navigation panel of the Settings page.

  • Click on the "+" icon against an industry in which you need to add sub industries. Here, Biotechnology.
  • Now, you can view the "Create Industry" popup and provide:
    • Parent Industry - This field will be automatically pre-populated.
    • Name - Name of the sub industry.
    • Description - Description of the industry.
Create Industry

  • On selecting create, a new sub industry is added to the main industry.
Industry Created

  • The created industry will be available while creating or editing customer information.

Related Links