How do I Customize Categories in Customers App?

Updated on November 9, 2021 03:39AM by Admin

A category is used to segment customers. This will help the user to be better organized. Every business will categorize its customer differently. When the customers are categorized, it will be easier for the marketing team to choose the customers when they plan and strategize target marketing campaigns.

Apptivo CRM allows users to create new categories based on their analyzes.

Steps to Create New Customer Categories

  • Log in and access Customers App from your universal navigation menu.
  • Click on the "More (...)" icon and select “Settings”.
  • On the Settings page, click on the Customers and select the Categories.
  • Click on the “Create” button to create a new category and specify:
    • Name - Name of the category.
    • Price List - Select a Price list.
    • Description - Description of the category.
  • Click on the "Create" button to complete.
Create Category
  • By default, the created category will be in enabled mode.
  • You can update the category information by clicking on the "Edit" icon if needed.
  • You can view the created categories on the Create Customer page.
Create Customer

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