In Settings you can administer a lot of different things in order to customize your Cirrus. One of these things are Categories. With categories you can categorize activity types, type of opportunity, account types and much more.
The purpose of this is to make it easier for you to organize all your data in Cirrus. This also enables you to optimize your searches in the differens features as you can filter on the different categories you create.
💡Learn more about filters here⬅
ACTIVITIES
Activity Types - Find out how to create your own Activity Types here!
Activity Group - You can sort all your Activity Types in different Acitvity Groups.
OPPORTUNITIES
Type Of Opportunity/Step - Learn how to customize your pipeline here!
Business Area - Here you can add different Business areas in which you can categorize your opportunities. Examples of business areas include product lines, subsidiaries, and branch offices.
Source - Sources means where your opportunities originated from. Examples of sources can be Cold calling lists, Social Media platforms, Internal meetings etc.
Probability - You can set different stages of probability which is s a number that reflects the chance or likelihood an opportunity has to be closed as won.
Opportunity Role - There can be several people involved in an opportunity, not only the customer. This category allows you to categorize the contacts in an opportunity to different Opportinity Roles. Examples of this can be Customers ERP Supplier, Desicionmaker, Retailer etc.
Lost - Here you can add reasons why you lost the opportunity eg. Price too high, Competitor, Lost interest etc.
Won - Here you can add reasons to why you won the opportunity such as best deal, best pricing, recommendation etc.
ACCOUNT
Account Types - Learn how to add your own account types here!
Customer Group - Adding customer groups allows you to organize your accounts into categories such as Prospects, Leads, Suppliers, Retailers etc depending on your business.
Municipality - Your cusomers most likely are located in different geographical areas. Here you can add the differen municipalities.
Country - You might even have customers in different countries. Add the relevant ones here.
Counties - Add the different counties here.
Tags - Tags are very versatile and if there isn't a suitable existing category for something, that's when you can use tags. You can add and filter tags for Accounts, Contacts, Opportunity, Projects, Leads, Orders and Quotes.
ORDER
Terms of Delivery - Add the terms of delivery here eg. Net 60, Free, Paid for etc.
Delivery Way - Add your different delivery options here usch as Free delivery, Standard Delivery, Home Delivery etc.
OTHER
Workdays - This option lets you add which days you are working and which days you aren't, like national holidays. This is helpful for keeping accurate statistics and goals.
Ordertypes - Create your order types here. Exampled of order types can be Normal, On-going, Market Order etc.
Project status - Add diferent statuses for your projects such as Created, Pending, Finished etc.
Project type - Add relevant projects types. Examples can be Customer Project, Internal Project, Delivery Project etc.