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Extended CRM Classifications

Extended CRM Classifications

Owned by Alexandra Kasianovich (Unlicensed)
Last updated: May 04, 2022 by GP Support Admin
1 min read

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.

To configure classification for a client,

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

  2. Choose the client.

  3. In the field Industry, specify the necessary one.

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

  5. Click Save.