Question: Can I rank my customers and prospects A, B, or C in MRSware?
Answer: Yes, by setting up and assigning categories to the customers and prospects.
Here's how:
1. Create the categories A, B, C in Companies/Contacts.
Setting up Categories
2. Assign categories A, B, C to Customers and Prospects.
There are a couple of different methods of assigning categories.
Answer: Yes, by setting up and assigning categories to the customers and prospects.
Here's how:
1. Create the categories A, B, C in Companies/Contacts.
Setting up Categories
2. Assign categories A, B, C to Customers and Prospects.
There are a couple of different methods of assigning categories.
- You can bulk assign categories in the Companies table:
Assigning Categories
Bulk Update Contacts' Categories
When using the Companies table you may want to filter by System Types - "Customer" and "Prospect.
Each filtered list will make it easier to multi-select and assign the appropriate category.
- You can bulk assign categories in the Customers table:
The examples used in the linked Notes are not A, B, or C, but the steps to set up and assign categories is the same.
If you are assigning the rankings for volume or potential you will need to keep the categories up-to-date.
This may require you to change categories once a month or once a quarter.
In MRSware we make it easy for you to remove a category from a group of companies and reassign them:
Reassigning or Changing Categories
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