Adding an industry to a client account
1. Open the Process overview page
You'll find the Process Overview page in the navigation bar on the left-hand side of the platform
2. Click `Add Client´
Click on the 'Add Client' button at the top of the page.
3. Add the client details
In the new window, enter the client’s details, including Name, Industry, Client Since (the partnership start date), Office, Brand, Tags, and Reference (if applicable).
In the 'Industry' field, first choose a sector from the top dropdown (Select sector…).
Then choose the industry from the second dropdown (Select industry…).
4. Save the client
Click the 'Save' button to create the client.
Updating the industry of an existing client
To update the 'Industry' of an existing client, open the 'Process Overview' page, locate the client and select -> `...´ to open the dropdown.
Then select the 'Edit' option.
Use the arrows to choose the sector and then the industry. Then select the 'Save' button to apply the changes.
🎉 That's it, your 'Industry' has been assigned.
💡 Once your clients have an industry, you can see how you are performing in each client industry in Reporting.