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INSZoom:- Add Client Type/Category

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The below instructions will guide you on how to add a new Client Type/Category on Knowledgebase.

Add Client Type/Category

Client categories can be used to differentiate the types of clients an organization encounters. These are captured in the Prospects Module.

 

First, navigate to the Knowledge Base ('Setup' >> 'Knowledge Base') and click on 'Client Categories' under the 'Other Templates' section:

 

Click on 'Add New Category' and enter the name of the new category:

 

Now, when you create a new prospective client, or revisit an existing one, you can choose the 'Client Type' to add to their profile: