Companies>Search and Add Companies>Company Record>Additional Info
The Additional Info Tab in the Company Record allows you to track, store, and report on 3 more sets of custom information.
Market Segments
Market Segments allows you to track what region the company is in. For example if you have a salesperson that works with Companies in the Northeast, you can pull a Company Report with the Market Segments field selected, and distribute the right list to that salesperson.
Company Category
Company Category allows you associate a Company with a type, or multiple types, based on your needs. An Example would be Not-For-Profit, Government, or For-Profit.
Company Associations
Company Associations is intended to store Membership information for your companies.
Manage List Options
Then use the Add option box at the bottom of the page.
Company Category
Market Segment
Company Association
Manage Existing Options in the table at the top of the page. If the option has not been associated with a company record then the option can be deleted.
Company Category
Market Segment
Company Association
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Association Management
Company Category Management
Market Segment