Adding and Updating Categories and Icons

Editing and Updating Categories and Icons in CRM-Map needs to be performed by an Administrator.
Before starting, make sure you have your Icon Image file ready. Keep your image files to less than 0.5 MB.

    1. Select Setup.

    1. Select Edit Categories. Icons are associated with Categories.

    1. Select Add New Categories. If you wished to edit a category click on the little blue pencil icon.

    1. If adding a new category, type in the category name and description. Now select Upload New Icon.

    1. Find your PNG or JPEG Icon file and Open.

  1. To link the icon to the category, select the icon and Save.

If you prefer to watch a training video on this topic, please click on the video link below:

Adding and Updating Categories and Icons

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