Company Types within the CRM are used to categorise your records, such as:
By setting an appropriate Company Type, these can then be used to filter Reports, such as a list of all Companies with a Company Type of 'Customer'. Please note that Company Types are set at Company Level.
To configure your Company Types, you will require Prospect Administrator rights. If you require these then please speak to your CRM Admin user or our Customer Services Team.
Step 1: Navigate to the Settings Centre
To edit your Company Types, click on the cog icon in the bottom left-hand corner.
Once within the Settings Centre, navigate to the 'People & Places' section and scroll down until you reach the 'Company Types' configure option.
Step 2: Configure the Company Type
By selecting the 'Click to Configure' link, the Configure Company Types window will open. Within this window all of your current Company Types will be listed. To add a new one click on the '+' icon in the top right-hand corner.
Step 3: Add Information to the new Company Type
You will then be able to start entering information about your new Company Type:
Description: This will be the name of the new Company Type. Make sure this is relevant to your users to ensure this type is assigned to the correct Companies.
Change to when lapsed: A Company Type can automatically change to the selected Company Type, if the Company hasn't purchased from you after the pre-selected lapsed period. Within this drop-down, click the Company Type that the Company will change to when lapsed.
Change to on sale: A Company Type can automatically change to the selected company Type, if the Company has placed an order with you via the CRM. Within this drop-down, click the Company Type that the Company will change to when an order is placed. For example, this may be 'Customer'.
Step 4: Add a Colour to a Type
Once happy with the information entered, click 'Create' and your new Company Type will be added. You can also assign a colour to a Type, allowing the user to quickly and easily see from each record what type of company they are dealing with. To configure a colour, click on the pencil icon for the required Company Type and the below side panel will appear. Within the side panel you can select the desired colour from the colour wheel.
Step 5: Setting the Lapse Period
Finally, you will need to set the Lapse Period if you have chosen to set a Company Type to change to once a Company has reached the Lapse Period. To do this, navigate back to the 'Settings Centre' and the 'Company Type' option within the 'People & Places' section.
Within here you can choose to automatically change the Company Type when a customer has not purchased anything from you in the last year or two.