Settings: Sectors
Learn how the Sectors section lets your business group customers and clients into clear categories, making them easier to organise, filter, and manage throughout the CRM.
Thought Process
The Sectors section exists so the business can group its own customers or clients into meaningful categories. Not every customer is the same, and being able to organise accounts by sector makes the CRM much easier to use.
By defining sectors centrally in Settings, the CRM can provide a clearer way to sort, view, and manage accounts across different parts of the system. This becomes especially useful when a business works across several industries or market types.
Why it matters
Grouping customers into sectors makes account data easier to read, search, and manage.
Why it helps
It gives the organisation a clearer structure when working across different types of customers or markets.
What This Section Does
Create sectors
Build the main sector groups your organisation wants to use when categorising its clients and customer accounts.
Group customers clearly
Assigning accounts to sectors makes it easier to understand what kind of customer each account belongs to.
Improve filtering and organisation
Sector grouping helps users narrow down account views and work more easily with the right group of customers.
Edit and maintain sectors
Sector names and options can be reviewed and updated as the business changes over time.
Support different teams
Clear sector grouping can help different teams or users focus on the customer types most relevant to them.
Keep account data more structured
Storing sectors centrally helps keep the CRM more organised and avoids inconsistent category naming.
Simple Walkthrough
- Go to Settings.
- Open the Sectors section.
- Create the sector names your organisation wants to use.
- Save the sectors so they become available throughout the CRM.
- Assign customers or clients to the relevant sector when working with account records.
- Review and update sectors over time so they continue to fit the way your business is organised.
Getting the Most From Sectors
Keep sector names clear
Use sector names that are easy for staff to understand so accounts are grouped in a consistent way.
Do not overcomplicate it
A smaller set of clear sector groups is usually more useful than too many overlapping categories.
Review sectors as the business evolves
If your customer base changes, it is worth reviewing sector options so the structure still reflects how the business works.
Use sectors to improve visibility
Well-structured sectors can make searching, filtering, and reporting much easier across the CRM.