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Customer Classification

Last post 02-28-2013 11:18 AM by Method_Errol. 1 replies.
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  • 02-28-2013 10:23 AM

    Customer Classification

    Reply Contact

    Is there a way to classify customers and then to link them with leads without having to completely customize the screens?

    Matt

  • 02-28-2013 11:18 AM In reply to

    Re: Customer Classification

    Answer
    Reply Contact

    Hello Matt,

    There is a way to classify Contacts with the use of tags: "Tags are a way to assign a label or a category to a record". For more information, please check the Help Center's Entry on Tags.

    Hope that leads you in the right direction!

    Need more help? Ask us about Method consulting services

    Errol Elumir
    Technical Writer - Video & User Tutorial Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
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