This article will run through how to add and use categories within leads.
When creating a new lead, or editing an existing one, the lead can be added to a category to sort by. Categories are manually created in the Categories tab and can be customised as preferred.
1. Navigate to Settings > IREBDM > General > Categories.
2. To add a new category, select action to the right hand side Action > New Category
3. The name of the category, and the office that it belongs to (only relevant for parent/child accounts), can both be editing using the text box and drop down menu respectively > Save once completed.
4. To add a lead to a category, select the desired category from the drop down menu when adding a new lead, or editing an existing one.
