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What
This article serves as a guide to effectively managing Account Product Categories within ShareBuilder CRM. It covers essential tasks such as viewing, adding, renaming, merging, grouping, and transferring accounts across categories.
Why
Organizing accounts into appropriate product categories enhances data management and reporting accuracy. Efficient management of these categories ensures that accounts are correctly classified, facilitating better analysis and decision-making.
How
How to Manage and Transfer Product Categories
Navigate to the Options section on the left-hand navigation bar. Select Product Categories. This will populate a list of all your Product Categories.
Clicking "View" on a desired Product Category will populate a list of all accounts associated with that category as shown below.
You can transfer individual accounts to a different Product Category by selecting the new category from the dropdown menu and saving your changes.
How to Merge Product Categories
To merge a category, select the new product category from the Merge Into dropdown box. Be sure to Save Changes if you make any alterations!
How to Group Product Categories
You have the ability to add new groups, rename, and merge them.