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Configure your Company Priorities
Configure your Company Priorities

Configure you Company Priorities within the CRM to help identify your high, medium & low priority Customers or Prospects.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Companies can be categorised based on a configurable priority field. For example, you may have Key, Medium or Low priority customers, but you may refer to each of these levels differently depending your business' terminology. Therefore, you can configure this list to suit your business.


  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to Settings Centre

To edit your Company Priorities, click on the settings drop down, then select System Settings.

Step 2: Navigate to People & Places in Settings 

Once within the Settings Centre, navigate to the People & Places page and scroll down until you reach the 'Company priorities' configure option.

Step 3: Add New Company Priority

By selecting the 'Click to Configure' link, the Configure Company Priorities window will open. Here, any pre-existing Priorities will be listed. To add a new one, simply click on the plus icon in the top right-hand corner. 

Step 4: Add Company Priority Details

You can then give the new Company Priority a name and an associated Value. The Value is to determine the hierarchical order for each Priority. For example, a Key Account Priority type may have an associated value of 1 being the highest Priority. Once happy with your new Priority, click 'Create'. 

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