How to: Assign Industry Groups

You can use the Contact Industry Groups window to assign industry groups to your contacts. Only companies can be assigned to industry groups.

Before you can do this, you must set up industry groups in the Industry Groups window.

To assign an industry group to a contact

  1. In the Search box, enter Contact, and then choose the related link.

  2. In the Contacts window, select the contact that you want to assign industry groups to.

  3. On the Contact card, on the Navigate tab, in the Contact group, choose Company, and choose Industry Groups. The Contact Industry Groups window opens.

  4. In the Industry group Code field, select an industry group.

Repeat these steps to assign as many industry groups as you want.

You can also assign industry groups in the Contact List window, by following the same procedure.

Note

The number of industry groups you have assigned to a contact is displayed in the No. of Industry Groups field on the Segmentation FastTab of the Contact card. After you have assigned industry groups to your contacts, you can use this information to select contacts for your segments. For more information, see How to: Add Contacts to Segments.

See Also

Tasks

How to: Set Up Industry Groups

Other Resources

Contact Industry Groups
Contact List
No. of Industry Groups