How do I create an industry while creating a lead?

Updated on May 23, 2017 05:38AM by Admin

Apptivo Leads allows you to create the industry type that is not listed in your database when you are creating a new lead record.

Lets take a quick look at how to create the industry type.

Steps to create a new industry

  1. Log in and access Leads App from your universal navigation menu bar.
  2. Click on “Create” button from left navigation panel.
    Create Lead
  3. You can view “Industry” field in “Prospect/Customer Company Information” as shown in the image below:
    Create Lead
  4. Click on “Add New“ to create new Industry from “Prospect/Customer Company Information”.
    Add New
  5. Enter Name and Description of the industry.
    Create Industry
  6. Click on “Create” button to create.
  7. You can view the created industry as shown in the image below:
    View Industry
  8. You can also view the created industry through Leads App -> Settings -> Industries.
    View in Setting

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