Add or Edit an Industry Type

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.

1. Click Configuration on the navigation pane.
2. Expand Application Appearance, and then double-click Customizable Menus.
   The Customizable Menus tree opens on the content pane.
3. Expand the System Menus folder.
4. Click Industry Types to display the editor.
5. Do one of the following:
   • To add an industry type, click New.
   • To add a new industry type directly below an existing industry type in the tree, select the existing industry type and click New.
   • To edit an industry type, click it in the tree.
6. Enter a name for a new industry type or edit an existing one in the Label column.
   The corresponding field in the Label column in the Interface Visibility section is populated or revised as you type.
7. If you do not want the industry type to be visible on the interface, clear the Visible check box.
8. Click Save.