Assign Company Classifications

Assign classifications to a company

1. Go to Contact Management.
2. Select the Companies tab.
3. Optionally, use the Search field to filter the list.
4. Select the company name to open the Company Profile page.
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. Select the Companies tab.
3. Select Actions > Assign Classifications.
4. Optionally, use the Search field to filter the list.
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 & Close or Save & New.