Creating Company Categories

To create a Company Category go to the Company Categories tab, found in Companies > Categories and then press the 'Add Category' button.

Managing Company Categories

You can view, create and delete categories on the Company Categories page.

Deleting Categories

Select the Category or Categories you'd like to delete by checking the checkbox to the left of the Category's name. Once the appropriate categories are selected the 'Delete' button will become visible next to the 'Add Category' button.

When you click 'Delete' you'll be presented with a confirmation dialogue to ensure Categories aren't deleted by accident.

Adding Companies to a Category

You can add a Company to a Category from the Company page on the left side component. Click 'Edit' to add and remove the Company from Categories. When not editing this section you can click on the Category to view all the Companies in that Category.

You can also add Companies to a Category from the Companies tab. Simply click the inline Categories 'Edit' button.

Filter Pipelines by Categories

There will be instances when you'll want to filter the Pipeline view by Category. This can be easily achieved by selecting the Category filter dropdown and selecting the relevant Category.

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