Assign company classifications
- Go to Contact Management.
- Click the record count number shown to the right of Active Companies. This will refresh the page and show the active companies listing.
- Enter some text to filter the active companies list.
- Click on the Company record to review their profile.
- Scroll down to the Classifications section.
- Click the Add button to the right of the Classification heading. This will refresh the page.
- Select the classification system, for example, Company Types.
- Click the lookup icon.
- In the popup form, select one or more options by clicking the checkbox next to the description.
- Click the Select button at the bottom.