Contact Management - Assign Company Classifications

Data Entry Steps

1. Click 'Contact Management' icon on the left menu.
2. Click the record count number shown to the right of Active Companies. This will refresh the page and show the active companies listing.
3. Enter some text to filter the active companies list.
4. Click on the Company record to review their profile.
5. Scroll down to the Classificatons section.
6. Click the 'Add' button to the right of the Classification heading. This will refresh the page.
7. Select the classificaton system (eg. Company Types).
8. Click the lookup icon.
9. In the popup form, select one or more options by clicking the checkbox next to the description.
10. Click the 'Select' button at the bottom.