Customers
Categories
Custom grouping tags for customers.
Group customers by business type or custom criteria.
Quick Overview: Categories let you tag customers with custom labels like industry, tier, or region. Use them to organize and filter your customer base.
Category Types
Define categories like:
- Industry (Automotive, Retail)
- Tier (Premium, Standard)
- Region (North, South)
Managing Categories
Navigate to Settings > Customer Categories to:
- Create category types
- Add categories within each type
- Configure display options
Using Categories
Assign categories from customer profiles to unlock these capabilities:
| Use Case | Description |
|---|---|
| Organization | Structure your customer base by business criteria |
| Filtering | Narrow down customer lists by category |