ClientView
  • 👋Welcome to ClientView
  • 🎙️Our Story
  • ⚡Book Setup Call
  • Getting Started
    • Tracking Workflow
    • Boost Client Performance
    • Configure Agency
      • Invite Team
      • Create Offers
      • Categories + Alerts
    • Start Tracking
      • How it works
      • Connect GoHighLevel
        • How to use CRM sources
      • Setup UTM Tracking
        • Static Sources (Hard code)
      • Connect Ad Platforms
      • Adding Clients
  • Features
    • Filtering
    • Client Notes
    • Tasks & Notifications
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    • Categories
    • Active Status
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  1. Features

Categories

Categorize clients by business type or niche

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Last updated 6 months ago

Overview

Categories are built to define the industries of clients you work with. For example a fitness agency may work with the following (Cross Fit Gyms, Yoga Studios, Martial arts, Kickboxing) and others

Each of these can be their own category and assigned to each individual client.

🔔 Lead Cost Alerts: When you set a lead cost for a category, any client assigned to this category with a lead cost higher than the set cost will trigger an optimization alert.

Create Category & Alert

  • Categories

  • Click "Create Category"

  • Name the Category

  • Define max lead cost

  • Create!

  • Overview
  • Create Category & Alert
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