Majors and minors are labels that you can assign to members and leads to help track lead generation. For more information about assigning majors and minors, see Assigning a major and minor to a member and Assigning a major and minor to a lead.
This article is part of the Kube system setup flow. For more information, see Kube setup checklist.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
TIP: You can add minors to existing majors by clicking the major name and clicking the Edit button on the Major Details screen that appears. Click the Add button in the Minors section.
CAUTION: If you archive a major, Kube archives all the minors associated with the major.
To add a major and minor category
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select Custom Fields in the side menu and select the CRM and Major & Minors tabs.
Click the Add button. The New Major/Minor screen appears.
In the Major Name field, enter the major name.
In the Minors field, enter the minor name.
Click Save.
TIP: The next step in the Kube system setup process is to customize user fields. For more information, see Customizing user fields.