|That's how you do it.|
All relationships are recorded using the function 'Company' and/or the function 'Person'. Categories make it easier to distinguish and search for a company or person.
Using a category, indicate whether a company is, for example, a customer or a prospect, or perhaps a supplier, to which region or industry it belongs, etc. Use a category group and the corresponding categories.
|Want to know how you do it? Then take a look at the presentation below.|