Business Types

You can create Business Types to capture business type information for customers and prospects. This field is visible in the customers list and in reports. Definition of business types is related to how your company groups types of Customers. Examples are by vertical such as Healthcare and Education, or by industry such as Energy and Transportation. If business types are not defined, then the field does not display on the Customer form. Business types may be created or inactivated at any time. Inactive business types do not appear as a valid selection on Customer forms. See Customers.