Add Edit or Delete Company Type

How to Add Edit or Delete Company Type

  1. To start click on your name in the top right corner and click on “Tools and Settings.”

  1. Under application settings tab, click on the “Company Settings”

  1. Once you are on this page you will see a list of your company types that have already been added into Tracker, to add a new type click on the green “+ New”

  1. A pop-up window will appear to fill out the information about this new company type, fill out this information and then hit “Ok.”

  1. To delete a company type, go ahead and click on the red “Delete” button at the top of the list.

  1. You will get a pop up that will appear that will make sure you want to delete this and all you will need to select is “Ok” and now this company type is deleted.

Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽