quick question. I would like to see if there is a Customer Class that I can add to each customers. exmaple we have mulitple types of customers Large, medium and small. I would like to be able to classify our customers so when we pull reports we can see how often they contact and meet each class of customer.
Hi @Anonymous,
This would be done through custom properties: Create and edit properties
In your case, you would create a custom dropdown select property with values small, medium, and large.
Once this is created, you can update your records either individually, in bulk, or via import:
Best regards!
Hey @Anonymous
This is frequently done with custom properties like Tier or Class
you can select this manually
or you can automatically set it up with a Workflow for example,
when companies with 50 to 200 employees or Total amount Purchased is greater than $10000 then set to Large.
This 'd be the easies way possible and you can create a custom report that shows you companies by Class property.
Hope this helps