Set Up Company Fields: Industry & Type

Start in Settings: the Module Builder#

Companies ship with sensible fields, but two pick-lists are worth tailoring to your business first: Industry and Type. You edit them in the Module Builder.

Open Settings → Customization → Modules and Fields, find Companies, and click Configure.

Edit the Industry & Type options#

In the builder, click the Industry field on the canvas. The Field Configuration panel opens on the right with an Options list.

• Add an option — type a label in "Enter option label…" and click +.
• Rename — click a label to edit it.
• Reorder — drag the handle.
• Set a default or delete options you added.

Do the same for the Type field (default options: Prospect, Partner, Reseller, Vendor, Customer, Other). Click Save at the top when you are done.