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. You can also set the Engagement Days for each Company Priority to make sure you are checking-in with your high priority Customers regularly. Therefore, you can configure this list to suit your business.

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

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

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. 

You can then give the new Company Priority a name, an associated Value and Engagement Days. 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. The Engagement Days is for your Account Manager dashboard tile 'Needs Engagement' which identifies Customers who you need to contact. You can learn more about this here.

Once happy with your new Priority, click 'Create'.