How Industry Types Work

Industry types allow staff members to classify organizations according to the industry they are associated with. When adding or editing an opportunity, sales representatives can select from a list of industry types that you define.

Using this information, you can track which industries your customers are associated with.

The standard opportunity workspace does not contain a field for industry type. If you want your sales representatives to add information about industry types, you must add the Industry field to an opportunity workspace and assign that workspace to the profile used by sales representatives. See Add the Industry Field to an Opportunity Workspace to add this field to an opportunity workspace. Also see Create a Workspace.

To add or edit an industry type, see Add or Edit an Industry Type.