Company Types help you organise your companies in CRMTray based on the type of business relationship you have with them, such as Customer, Prospect, Supplier, or Partner.
How to Add a Company Type:
- Log in as an Administrator, System Administrator, or CUR with the required permissions.
- Navigate to Settings > CRMTray Settings > Company Settings > Company Types.
- Click the 'New' button.
- Complete the mandatory fields.
- Click the 'Create' button.