Feb 12, 2021
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Category List Options
There are several options available to choose from which will define where the category will be able to be used throughout the software.
- Business contact - organization record (business)
- Individual contact - individual record (person)
- Contact - both organization and individual record
- Store item - products in the Store module (if applicable)
- Membership - membership types
- Sales Opportunity - Sales Funnel module (if applicable)
- Content - Web Content module (if applicable)
- Job - Job pages in the Web Content module (if applicable)
- Hot deals - Hot Deals pages in the Web Content module (if applicable)
- Event - Event module for organizing the calendar
- Projects - Projects module (if applicable)
- Certifications - Continuing Education module (if applicable)
- Resource - uploaded materials in the Cloud>Resources area for the Info Hub
- Tickets - not currently available to use in GrowthZone
- Saleable Items - Goods/Services in the Setup