Assigning Industry Groups

You can use the Contact Industry Group window to assign industry groups to your contacts. Only companies can be assigned industry groups.

Before you can do this, you must set up industry groups in the Industry Groups window.

To Assign Industry Groups to a Contact:

  1. Open the Contact Card window.

  2. Select the contact to which you want to assign industry groups, and click Contact, Company, Industry Groups. The Contact Industry Groups window appears.

  3. Press F3 to enter a new industry group.

  4. In the Code field, click the AssistButton to see the industry groups in the Industry Groups window.

  5. Select the industry group you want to assign and click OK.

Repeat steps 3 to 5 to assign as many industry groups as you want.

You can also assign industry groups in the Contact List window, by following the same procedure.



The program automatically enters the number of industry groups you have assigned to the contact in the No. of Industry Groups field on the Segmentation tab of the contact card.

When you have assigned industry groups to your contacts, you can use this information to select contacts for your segments.

Related Topics

Setting Up Industry Groups