Using Codes and Phrases

This help sheet will guide you through adding new options into the codes and phrases section. This section allows you to add to various drop-down lists in the system including: shipping methods, Source, Status, Competitor, Company Size, Organisation and project status.

Step 1: From your Dashboard, select Settings option located at the bottom left.

Step 2: Select Codes and Phrases option from your navigation toolbar.

Step 3: To add a new entry click the drop down to select the category that you want to add a code or phrase to.

 Step 4: Type into the Description field. The system will automatically designate a code for you.

Step 5: When happy with your entry click save

Please Note:

All Codes and Phrases can be applied to the customer record with the exception of shipping. Shipping codes and phrases will appear on the Build a Quote and Sales Order screens.