Business Types


Business Types are useful for if your Services sells its services to other businesses. This clarifies the types of businesses you are working for/with. A Business Type might be one of the following examples; Charity, Not-for-Profit, Private Business, Limited Company etc…


       How to add a Business Types:


       Go to Settings à Business Types (under CRM Section) and add a new record:



Add in the Business Type that you will be dealing with:



Then save the record where it will appear in the list on the left-hand side of the screen:



You have now created a Business Type.