The Industries field is intended to help classify businesses according to the type of their economic activity. Although businesses can potentially belong to multiple classifications, the CRM allows for the primary classification to be stored and reported on against a Company. You can find the Industries field on the main details page against any Company. 

Although there are a standard set of classifications, not all will be suitable, and you may wish to define your own categorisation instead. 

Prerequisites

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

Step 1: Go to Settings Centre

To edit your Industries, head to System Settings in the navigation menu.

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 Industries configure option.

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

Step 3: Add Industry Details

You can then give the new Industry a description that all users will recognise. Once happy with your new Industry, click 'Create'. 

Finally, you may wish to obsolete certain Industries that you don't tend to deal with. To do so, click on the bin icon against the required Industry and the selected Industry will then be obsoleted, no longer appearing in the Industries drop-down list. Please note: any Companies assigned to this Industry will still remain. 

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