Common list: Account industries in Pipeliner CRM


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An account industry is an industry category assigned to an account.

Takeaways

  • How to create a new account industry
  • How to delete an existing account industry

Create a new account industry

You can create a new account industry within the "Administration".

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Common lists".
  3. Click on the “Create” button.
  4. Configure your account industry according to your preferences and click on the "Save" button.

Delete an Account Industry

  1. Click on the “User” and select “Administration from drop down menu.
  2. Click on "Common lists".
  3. Click on the "Delete" icon within the action column for the corresponding industry.
  4. Confirm the delete process by clicking on the "OK" button.
Note: All Pipeliner users need to synchronize in order to see the changes!
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