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Recording employee numbers for leads and customers
Recording employee numbers for leads and customers

Three options are available with regards to recording lead and customer employee numbers

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Written by Raymond Carrel
Updated over 10 months ago

Customer and lead records allow you to record the number of employees for that company.

These numbers can be stored in three different formats. This can be set company-wide from Settings - Company Setup, with the Employee Number Type setting.

The options are as follows:

  • List Options

    • This lets you select from a number of fixed ranges

  • Value

    • This lets you enter a specific number against each record

  • Custom List Options

    • This lets you select from a number of ranges that you determine

If you select Custom List Options and save, you'll see a link to the area that lets you define the Employee Ranges.


Custom Employee Ranges

This can also be accessed from Settings - Custom Employee Ranges.

Here you can add employee ranges. You can also edit or delete existing ranges, though this should be done with caution.

Ranges cannot overlap, and there should be no gaps between them.

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