GPTE Extended CRM Classifications

Extended CRM Classifications allow you to:

• Mark your clients as VIP / high / low / normal priority;

• Classify your clients depending on their industry and company size;

• Differentiate potential and actual clients.

Open

To configure classification for a client,

1. On the My Company menu, click on Agencies/Distributors or Corporate clients.

2. Choose the client.

3. In the field Industry of Information tab, specify the necessary one.

4. In the field Company size , specify the number of employees.

5. Click Save.