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.
- Select Setup, then select Edit Categories. Icons are associated with Categories.
- Select Add New Categories.
If you wished to edit a category click on the little blue pencil icon.
- If adding a new category, type in the category name and description. Now select Upload New Icon, if you wish to upload your own icon.
- To link the icon to the category, select the icon then select Save.
If you prefer to watch a training video on this topic, please click on the video linked below: