Applications Administration Guide > Categories >

Adding a Category

You can add categories to accounts, contacts, and opportunities. The procedure that follows explains how to add a category for accounts. You can add a category for contacts or opportunities by navigating to the appropriate screen.

To add an account category

  1. Navigate to the Accounts screen > Accounts List view.
  2. Drill down on an account record for which you want to add a category.
  3. Click the Categories view tab.
  4. In the Categories list, create a new record and complete the necessary fields.

    Some fields are described in the following table.



    Choose an existing category or create a new one.

    Category Rank

    A value that defines the category. The rank can be any numeric value.


    A check box which, when selected, restricts sales team members from seeing how you have categorized the account. When the check box is selected, the category is private.

    Clear the check box to designate the category as Public allowing access by team members.


    The value assigned to the category. Create new values as required.

Applications Administration Guide