Categories are useful to differentiate the Places (places, costumer, leads, prospects…) according to your necessity to see them inside your work routine. 

📌 From the system you can see the filter for one or more Category.

📌 Each Place can have only 1 Category at a time, but can be changed and the history is saved on visits made at the Place.

See the options to best practice that some of our customers bein use.

For that, I’ll split the subject to 2 types of teams.

A-) Apply to the technical team:

In this case, the best way to use the category would be to tell the technician what kind of business relationship your company has with the customer.

See the example: 

  1. Maintenance contract;
  2. Called Loose;
  3. Called under warranty.

Categories should be used to define the kind of behavior and performance that the technical has to do when receiving the called and make the visit to your customer. 

When the technical receives the call, he already knows that it is about attendance and how to behave.

B-) Apply to Team Sales:

In this case, the best way to use the category is to define the stage whos involves your sales or natural circle of your negotiations that happen in the visits.

See the example below:

  1. Client
  2. Inactive
  3. Prospect
  4. Potential client

There’s the possibility to create so many stages (Categories) and all of that be personalized.

This give you flexibility to build your funnel.

And the sales can access this information in his portfolio:

In the ending of a period, the categories can define the “strategic” stage that has the most probability to convert business and you can get theses informations in settings from places.

The field “Category” accompanies the “Place” in every place from system and you can get these informations as you want.

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