A user and company type is a label you can assign to companies, members, leads, and contacts to classify how they use your spaces and services. For more information about adding a user and company type, see Adding a user and company type.
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.
To assign a user and company type to a lead
Select Leads in the top menu.
Locate the lead in the grid and click the lead's name. The Lead Essentials window appears.
NOTE: If you have not added the lead yet, see Adding a lead.
Click the Edit button.
In the Lead Type field, enter the user and company type or click the Additional Options button to select one from the list.
Click Save.