Categories help you keep your deals organized. You can create categories for product type, deal size, client type—whatever system works for your organization.
From your Deals tab, click the
Edit link under the
Deal Categories section on the right side of the page.
You can also access the
Edit categories link when creating a new deal or editing an existing deal.
From this page, you can create, edit, or remove categories. Each category can also have a color to help you organize your deals.
Changes to categories impact everyone's deals in your Highrise account.
For example, if you change
Single Family, users in your account will see deals marked
Multifamily replaced with
Single Family. Make sure you inform your team before making any changes.
You can filter by category from your tasks page:
Read more about Deal filters here.