Create Categories and Subcategories

Create Categories and Subcategories

Written by
Forster Perelsztejn
Updated on
February 10, 2021

In this article, you'll learn how to create categories and subcategories. You can create any category you like so you can sort your conversations and tasks by customer, by project, by emergency level, by deal stage (if you're using Rooftop as your CRM), etc.

Let's use the CRM example here. Our category will be called Deal Stage, and our subcategories, will be called Appointment, Demo, Quote, and Signed.

Create a category

  1. Click on your name at the top left of the screen
  2. Click on Settings
  3. Go down to Categories
  4. Click on General
  5. Enable a new category and type Deal Stage in the description box

Your new category will appear below General in the Categories menu.

Create subcategories

  1. Click on your new category in the Categories menu.
  2. Click Add at the top right of the screen
  3. Enter the name of your subcategory
  4. Assign an owner if you want someone in particular to be assigned all the deals when they're at that stage and/or add default contacts if you want people on your team to automatically be notified about any new communication happening in that subcategory.

This is what it looks like if you're using Rooftop as your CRM

Go to the By Deal Stage section, there's your pipeline!