Industry codes

Introduction

Use industry codes to group your customers into different industries via the customer cards in CRM. You make the setup in the System administration -> Customers -> Industry codes.

Description

You activate the use on Industry codes at the top in the Configuration section.

Filter

On the top of the page, you find the filter, where you can select to see active, inactive or all industry codes. As default, you only see the active codes. Click Show to see your industry codes in the list below.

Results view

Here you see the industry codes which are already created in the system. If you would like to edit an industry code, you click the name or the little pencil to the right, and you delete it by clicking the trash can.

Create new industry code

1. Click New industry code
2. Enter Name
3. Click Save

You can e.g. divide your customer into lead categories A, B, C based on your sales strategi or enter e.g. architect, municipality, IT, marketing depending on what fits the markets you operate in.

You can see your projects divided into industries in the Work – Industries report, and you can search for industry codes in the Data extraction: Customers report.