Sales Funnel Categories are used to further organize your Sales Funnel opportunities. For Example, you may have a category called Membership which could be over-arching of the types of membership opportunities you offer (i.e. new memberships, upgrades, etc.). You can create your categories on the fly when creating an opportunity, you you may create them ahead of time under the Setup functions.
- Click Setup in the navigation panel.
- Click Category Lists in the Categories section.
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- Setting up your categories is a two part process. First you will create the list, then you will add the categories to the list.
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- Click the Add button to create the list.
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- Select Sales Opportunity from the Category Type drop-down list
- Enter a name for the Category list
- Is Active?: This option is enabled by default, and ensures the list is available for use in the software. If you no longer wish to use this list, best practice is to clear the Is Active? check-box
- Available to Public?: N/A for Sales Opportunity lists. This option is intended for such things as job postings, hot deals, etc.
- Available to Members (Info Hub): N/A for Sales Opportunity lists. This option is intended for such things as job postings, hot deals, etc.
- Description: Optional, allows you to enter a description of the list for internal use
- Click Done
- The next step is to add the categories to your list. Click the hyper-linked name of the list you just created
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- Click the Add button to add an individual category, or click the Add Multiple to add a list of categories
- Enter your list of categories
- (Optional): Clicked Advanced Option and select a Parent category. This option allows you to further organize your categories
- Click Done