How do I Create Industries in Distributors App?

Updated on September 6, 2022 01:04AM by Admin

Sub-industries are industries within a large group of companies. For instance, the manufacturing sector can be divided into industries such as basic metals, petrochemicals, rubber, and so on. In Apptivo CRM, you can add sub-industries from any application.

Steps to create Sub Industries in Distributors App:

  • Log in and access the Distributors App from the universal navigation menu bar.
  • Click on the More(...) icon and select Settings located at the app header bar.
Distributors - Settings
  • Go to Distributors → 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, Manufacturing.
Distributors - SI Create
  • 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.
  • On selecting Create, a new sub-industry is added to the main industry.
Distributors - SI Created
  • The created industry will be available while creating or editing distributor information.
Distributors - SI Final SS