How To: Add Categories to Companies in TapGoods PRO
In Company Details, you can add a Category to a Company. Categories are added to Companies with the purpose of tracking data to pull on Reports. To add a Category to a Company, navigate to the Companies page, which is located under Contacts on the TapGoods PRO dashboard.
Click on the Company to navigate to Company Details.
Once you are in Company Details, you can add a Category to the Company by following the steps listed below.
- Click the dropdown arrow next to Categories.
- Click Add New Category.
- Click on a Category or click Add New Category.
Once a Category has been added to a Company, the Company will fall under that Category when a Report is generated with Company and Categories selected.
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