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Adding Verticals to Companies
Adding Verticals to Companies

Create a vertical for a company

Tyler Cofield avatar
Written by Tyler Cofield
Updated over a week ago

There are three ways to set a company's vertical.

Table view (drop down) :

  • Go to Contacts > Companies, then click the drop down for the company you want to Edit and click Edit

  • Click on the drop down menu for vertical. Select "Manage Verticals" to add new Verticals if needed

  • Click Save

Table view (column edit) :

  • Use the Verticals column in the table view to update a company's vertical. You can also bulk-assign verticals to edit or add verticals to groups of companies.

Company Page:

  • Go to the Companies page and click on a company's name

  • Select Edit in the upper right hand corner

  • Click on the drop down menu for vertical. Select "Manage Verticals" to add new Verticals if needed

  • Click Save

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