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'.
- Here are all of the categories you have currently created in your GatorLeads Instance. Click one to edit it.
- Type in the name of your new category here.
- Select 'Add' and your new category will be created.
For more information on adding pages to categories, please read the following article.
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