Create New Business Categories and Kinds
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Create New Business Categories and Kinds
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Create New Business Category and Kinds
When pitching for new business, use kinds which have ZERO value. Examples of kinds are as follows:
Step 1 Create a Category
The benefits are:
* Income Analysis reports available by category
* It is more organised to have all the new business kinds in one place
Create a category as per the screen shot below:
Step 2 Create Kind codes
Recommended list of kind codes for New Business is as follows:
Example of a Kind code - note default department is Account Service
Another example of kind code - note default department is Creative
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