Classification of Customers

Main Menu > Settings > Customize​

What are the benefits of classifying your database?

• You can classify your customers based on how often you should be speaking to them
• Filtering your customer list by more criteria
• Differentiation of priority based on their spend or contact frequency needs
• Your teams can focus their efforts
  
  

​How to set up classifications​

Settings > Customize

Only Captains of a Saleboat account can set up and edit the classifications within an account. Please note that these classifications are account-wide and impact all teams and users.​This is where the classes can be added and edited - class names and tolerance.

In your Customer list
Once you've set up your custom classifications, your customer list will look something like this, with your classifications to the left of the opportunity value column in each row.

Your sales team will need to change the classification of each prospect and client that belongs to them - this could be based on deal value or other criteria relevant to your organisation.

Filtering your list with classifications

Your customer list can be filtered by the classifications you have added to your Saleboat account. ​Remember that you can combine several filters to get as granular as you need.

Changing Classifications in the Customer Profile

Within each customer profile, the classification can be added and amended as necessary. If no class is added, then the account default for neglected tolerance applies.​Simply select the classification from the class dropdown (look for the purple stars) and remember to save changes when you're done.