Industries
This page describes the Industries setting in the CRM module.
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The Industries setting allows you to construct a list of industries or economic sectors that you can use when entering Leads. This list will become a look-up table that you can access from the Industry field on the 'Status' card of the Lead window.
To open the Industries setting, first ensure you are in the CRM module. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Industry' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Industry' in the 'Settings' list. The 'Industries: Browse' window will open, listing the Industries that you have previously entered.
To enter a new Industry, select 'New' from the Create menu (Windows/Mac OS X) or the + menu (iOS/Android). The 'Industry: New' window appears: enter a Code and Name as appropriate and click [Save] (Windows/Mac OS X) or tap √ (iOS/Android) to save the new record.
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Settings in the CRM module:
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