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Industry Types

Updated over 3 months ago

An industry type is a label you can add to members, leads, and contacts to categorize the type of business the member, lead, or contact conducts.

NOTE: Industry types cannot be added or edited.

To review industry types

  1. Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.

  2. Select Custom Fields in the side menu then the CRM and Industry Types tabs.

TIP: The next step in the Kube system setup process is to add User Custom Fields. For more information, see Customizing user fields.

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