Creating Categories

Creating page categories makes it possible to filter your Leads by a Group of pages. You can also run Alerts to track these categories to create Reports, do auto-assigning, and for auto-nurture.
Once you’ve decided which categories you want to use and which pages go into them, here is how to set them up on GatorLeads.

Please Note: You must be an Admin User to create and alter Categories.

 

 

Where to create the categories

Select 'Admin' -> 'Page Admin' -> 'Categories'.

 

  1. Here are all of the categories you have currently created in your GatorLeads Instance. Click one to edit it.
  2. Type in the name of your new category here.
  3. Select 'Add' and your new category will be created.

 

For more information on adding pages to categories, please read the following article.