Step 10: Assign Business Categories
Specify product and division information for the matter.
- From the Business Categories page, specify product and division information for the matter.
- From the drop-down menus under the "Product/s" and "Department/s" headings, select applicable categories for the matter. After you select a category, another drop-down list may appear with more detailed subcategories.
- Continue to select options from the drop-down lists to categorize the Product and Department.
You can also click Look-Up to enter a search term to find a specific Product or Department. - Click Next to save and move on to the next page.
