Updating the Industries List for Leads

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.

This article will walk you through the process of updating the industries list for leads in SalesManager, formerly known as NorthBoundary.

1. In the sidebar, click on the Lead Mgmt tab.
2. In the Company column, click on the desired Company Name.
3. Next to the Industry field, click on the + icon.
4. Add, update, or delete any items on the Lead Industry list.
5. Click Save.
6. Click on the X buton to exit this screen.