Reporting categories classify and organize data systematically within a reporting system, making it easier to group opportunities under specific reporting lines.
View Setting
➡️ Profile Icon > Settings > Opportunities > Reporting Categories > View
Adding a New Reporting Category
➡️ Click "Add New Reporting Category"
Enter the Category Name.
Click "Save."
Reporting categories can be applied when creating opportunities for a customer or work address.
Managing Reporting Categories
Edit a Reporting Category
➡️ Click Edit > Amend the reporting category > Click Save
Delete a Reporting Category
➡️ Click Delete > Type "Delete" > Click Delete