Add a Category |
1. Click the Add New Category link on the Manage Categories screen.
2. On the Manage Category screen, enter the Category Name and Description.
3. Click the Save button to save the main category.
1. Click the Add New Category link on the Manage Categories screen.
2. On the Manage Category screen, enter the Category Name and Description. Select the main category your subcategory should be place under in the Subcategory of drop-down menu.
3. Click the Save button to save the subcategory.
IMPORTANT NOTE: A Main category will not display on the Manage Contacts page or on Team Leader Share lists if there are no subcategories created under it.