Page tree
Skip to end of metadata
Go to start of metadata

Business Sectors are used to define the economic activities of your clients. Business sectors can then be used to generate reports to analyse your outreach or performance based on the economic activity of your client portfolio. 

Create a business sector

To create a new business sector click + Create button at the upper right-hand corner.

There is only one field Name, which you will have to fill in and save, or cancel if you changed your mind. 

Business sectors setup supports hierarchy as well. You can create child sectors by clicking + Add button in the respective row. You will then have options to save or cancel your changes.

Edit a business sector

Click the Edit button located at there very right of the entry you would like to edit.

Once changes are made, click Save to save them or Cancel to discard.

  • No labels