To setup your ClientPoint Categories, follow the steps below:
1. Let's start by clicking on "Settings" to get to the admin side.
2. Select "Categorization".
3. Choose the "ClientPoint Categories" tab, then click on add "Add ClientPoint Category(s)".
4. Enter a list of ClientPoint Categories of your choice, by name, giving each Category its own line.
5. Check if you'd like it to show in Pipeline and click "Submit".
Have any questions? Please contact support@clientpoint.net.