Company types

Companies can be categorized using the Company Types classification system. This can be especially useful when adding firms to an invitation to bid (ITB) list or request for pricing (RFP) package.

Company types examples

• Customer
• Supplier
• Supplier - Windows
• Supplier - Doors
• Subcontractor - Concrete
• Subcontractor - Electrical
• Subcontractor - Mechanical

View and add company types

1. Log in to Sage Construction Management as an Admin.

2. Go to Settings () > Feature Settings > Contact Management.
3. In the Company Types section, select Add to add a company type option.
4. Enter the company type description in the available field at the bottom of the list.
5. Select Save.