Creating Categories

Your 'Categories Hub' is located within the Settings dropdown of your Dashboard.

And this is where all of your Categories can be created, managed and amended.

Category Topic IdeasĀ 

  • Customer

  • Competitor

  • Lead

  • Prospect

  • Follow-Up

  • Partnership Opportunity

  • Marketing

  • 'Name of User'

Once you have decided on a purpose for your Category, select to + Add New.

Create a name for the new Category which will appear in the Dashboard Tag.

Customise your Category appearance by Colour and Icon to add unique identity and familiarity in the Visitor Table.

Setting Categories

You can apply any of your created categories to companies from the Visitor Page or Company Visitor Details section.

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