Assign company classifications

Assign classifications to a company

1. Go to Contact Management.
2. In the Stats section, select the record count in the Companies row under the Active column.
3. Optionally, in the company listing enter text in the Search field to narrow the list of active companies.
4. Select the appropriate Company to review their profile.
5. In the Classification section, select Add.
6. Select the Classification Type from the dropdown.

   For example, Company Types.

7. Select the lookup icon ().
8. In the dialog, select one or more options from the list, then use the Select option to confirm.
9. Select Save & Close or Save & New.

Bulk assign classifications to multiple companies

1. Go to Contact Management.
2. In the Stats section, select the record count in the Companies row under the Active column.
3. Select Actions > Assign Classifications.
4. Optionally, in the company listing enter text in the Search field to narrow the list of active companies.
5. Select one or more companies from the list.
6. Select Next.
7. Select the Classification Type from the dropdown.

   For example, Company Types.

8. Select the lookup icon ().
9. In the dialog, select one or more options from the list, then use the Select option to confirm.
10. Select Save.