ClientPoint Categories enable administrators to organize ClientPoints into specific groups, improving workflow efficiency and allowing for easy tracking in the pipeline. These categories can be tailored to fit the unique needs of your organization.
Steps to Set Up ClientPoint Categories
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Access Settings
Begin by clicking on Settings in the navigation menu to enter the administrative section of the platform. -
Go to Categorization
Select Categorization from the available options.
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Navigate to ClientPoint Categories
- Click on the ClientPoint Categories tab.
- Choose Add ClientPoint Category(s) to begin creating your categories.
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Add Your Categories
- Enter a list of categories by typing each one on its own line.
- Assign names that align with your organizational needs (e.g., Sales, Marketing, Support).
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Configure Visibility
- If desired, check the box to make the categories visible in the pipeline.
- This helps users track ClientPoints under specific categories during their lifecycle.
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Submit Changes
Click Submit to save your new categories.
Benefits of ClientPoint Categories
- Streamlined Organization: Categorization simplifies the management of ClientPoints by grouping them under relevant sections.
- Enhanced Tracking: Categories integrated with the pipeline make it easier to monitor progress and status.
- Customization: Administrators can adapt the system to fit their workflow, ensuring relevance and efficiency.
Conclusion
Setting up ClientPoint Categories is a quick and effective way to organize your documents and proposals. By customizing categories to reflect your organization’s operations, you can enhance productivity and maintain a clear overview of your ClientPoints. For additional support, contact support@clientpoint.net.