Creating Company Types

Company Types are used to group or select companies based on their business type.

To create a new company type:

1. Click the drop down next to Contacts select Company Types.

   

2. Alternatively, filter for and open the company details screen, to the right of Type drop down list click the + button.

   

3. At the Company Types window click the New button and enter a Type code and title.

   

4. Click OK.

Use Export, Excel and choose between All Items and Selected Items to export the current filter in the Company Types register.