Settings: Sub Sectors

Learn how the Sub Sectors section lets your business break sector grouping down further for more specific targeting, filtering, and reporting.

Overview

Thought Process

The Sub Sectors section is there to give the CRM another level of detail beneath the main sector grouping. While sectors help organise customers into broad categories, sub sectors make it possible to be much more specific.

This is especially useful where the business wants to target narrower groups, filter accounts in a more precise way, or produce reporting with more depth than a single high-level sector can provide.

Why it matters

Some businesses need more than broad sector categories if they want to work strategically with different customer types.

Why it helps

Sub sectors make it easier to focus on smaller parts of a market for targeting, filtering, and more detailed analysis.

Results

What This Section Does

Break sectors down further

Create more specific groupings beneath the main sector structure so accounts can be categorised at a deeper level.

Support more specific targeting

Sub sectors can help teams focus on narrower customer groups when planning activity or building target lists.

Improve filtering

Accounts can be filtered more precisely when the CRM has both sector and sub sector information available.

Support better reporting

Sub sectors make reporting more detailed by showing patterns inside a sector rather than only at the top level.

Edit and maintain structure

Sub sector options can be updated as the business changes how it wants to view or group its clients.

Keep account grouping more structured

Using sub sectors alongside sectors helps build a clearer and more organised classification structure throughout the CRM.

How it works

How Sectors and Sub Sectors Work Together

Sectors and Sub Sectors are designed to complement each other.

Sector

This is the broader category used to group a customer or client at a higher level.

Sub Sector

This adds another layer underneath the main sector so the grouping can be more detailed and specific.

In simple terms, sectors give the broad grouping, while sub sectors help define the more precise category within it.
How to use it

Simple Walkthrough

  • Go to Settings.
  • Open the Sub Sectors section.
  • Create the sub sector names your organisation wants to use.
  • Link or align them to the relevant main sector structure.
  • Save the sub sectors so they become available throughout the CRM.
  • Use them when categorising accounts to improve targeting, filtering, and reporting.
Tips & Tricks

Getting the Most From Sub Sectors

Keep them specific but clear

Sub sectors work best when they add useful detail without becoming so narrow that they confuse staff.

Make sure they support the main sector

A sub sector should feel like a logical breakdown of its wider sector rather than a completely separate category.

Review them as targeting changes

If the business starts focusing on different markets, revisit your sub sector structure so it still supports the right targeting.

Use them to improve reporting

Well-structured sub sectors can make reports much more useful by revealing detail that broad sectors alone would miss.

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