How to Create Industries in WeekMate CRM

How to Create Industries

Overview

The Industries feature in WeekMate CRM allows you to create and manage industry categories used across the CRM. Assigning an industry to leads, contacts, or accounts helps organize customer data, improve filtering, and generate more meaningful reports.

This guide explains how to create a new industry in WeekMate CRM.

Before You Begin

Before creating an industry, make sure:

  • You are logged in to your WeekMate CRM account.
  • You have permission to manage CRM settings.
  • You have identified the industry category you want to add.

Steps

  1. Log in to your WeekMate CRM account.
  2. Navigate to the Industries section.
  3. Click Add Industry.
  4. Enter the Industry Name.
  5. Review the information you entered.
  6. Click Save.

The new industry will be created successfully and will be available for selection throughout WeekMate CRM when creating or updating records.

Video Tutorial

Watch the video below for a complete walkthrough of creating a new industry in WeekMate CRM.




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