Set up Company Categories (Table Editor)

These are used much like the Applicant Tags. You can create parent-child tags to apply to your companies to later search on. An example of this could be creating a category of Technology and the tag would be SAAS. You can then apply your tags to companies by going to the Categories tab under the Company profile. You can also search off of these tags with the CRM search page.

Create and edit category tags to be assigned to companies.

 

Create a new Company Category Parent

Create a Company Category Parent

This is listed on the Company Record > Tags tab > Categories / Details section.

  1. Click on Account & Settings
  2. Click on Table Editor
    Account Settings - Table Editor.gif

  3. Click on Company Category tile
  4. Add a Category name in the New Parent field
  5. Click on the Add Parent button
  6. Click on the Close button

Company Categories - Add New Parent - Save.gif

 

Create a new Company Category Child

Create a Company Category Child

This is listed on the Company Record > Tags tab > Categories / Details section.

  1. Click on Account & Settings
  2. Click on Table Editor
    Account Settings - Table Editor.gif

  3. Click on Company Category tile
  4. Select a Parent Category
  5. Add a Child Name to the Parent Category
  6. Click on the Add Child button
  7. Click on the Close button

Company Categories - Add New Child - Save.gif

 

Example of new Company Category

This is listed on the Company Record > Tags tab > Categories / Details section.

When creating a new Company, the new option will be available in the Category and Detail field.

  1. Go to a Company's record
  2. Click on the Tags tab
  3. Go to the Categories / Details section
  4. Select a Category from the Company Category field
  5. Select the Category Details to the Category from the Category Detail field
  6. Click on the Plus icon (+)

Company - Tags - Company Categories Add.gif

 

 

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