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

Updated on June 13, 2017 10:46pm by Admin

An industry is defined as a specific grouping of companies that conducts almost similar business activities.

Sub-industries are industries within a large group of companies. These can be categorized and will be more defined groupings. 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. Lets have a quick look.

Steps to Create Sub Industries in Customers App
  1. Log in and access Customers app from universal navigation menu bar.
  2. Click on "More" icon and select "Settings" located at app header bar.
  3. Click on “Industries” from left navigation panel.
  4. Click on "+" icon against an industry in which you need to add sub industries.
  5. Now, you can view "Create Industry" pop-up and provide:
    • Parent Industry - This field will be automatically pre populated.
    • Name - Name of the sub industry.
    • Description - Description about the industry.
  6. Click on "Create Industry" to complete.

Related Links