Account Settings
Account Settings let you customise the categories and classifications used across your accounts and contacts — including industry types, lead sources, mediums, account types, and contact types. These settings help you organise and segment your client and supplier data.
Getting There
Navigate to Settings > Accounts tab. The left-hand menu shows:
- Industry Type
- Source
- Medium
- Account Types
- Contact Types
Industry Types
Industry types categorise your accounts by the industry they operate in (e.g. "Corporate", "Charity", "Education", "Hospitality").
Getting There
Settings > Accounts tab > Industry TypeManage Industry Types
Create a type:- Click Create.
- Enter the Name.
- Optionally select a Parent Type to create a sub-category (industry types support nesting).
- Click Save.
- Click Delete next to the type.
- Select a replacement type — all accounts currently tagged with this industry type will be reassigned.
- Confirm the deletion.
Tip: Use parent-child industry types to create a structured hierarchy. For example, "Corporate > Technology" and "Corporate > Finance" let you filter broadly by "Corporate" or drill down to specific sectors.
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Sources
Sources track where a lead or account came from (e.g. "Website", "Referral", "Trade Show", "Cold Call"). Sources can be assigned to both accounts and events.
Getting There
Settings > Accounts tab > SourceManage Sources
Create a source:- Click Create.
- Enter the Name.
- Click Save.
- Click Delete next to the source.
- Select a replacement source — all accounts and events referencing this source will be reassigned.
- Confirm the deletion.
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Mediums
Mediums provide a secondary classification alongside sources to describe how a lead arrived (e.g. "Email", "Phone", "In Person", "Online Form").
Getting There
Settings > Accounts tab > MediumManage Mediums
Create a medium:- Click Create.
- Enter the Name.
- Click Save.
- Click Delete next to the medium.
- Select a replacement medium — all accounts using this medium will be reassigned.
- Confirm the deletion.
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Account Types
Account types classify your accounts (e.g. "Client", "Supplier", "Venue", "Agency", "Internal").
Getting There
Settings > Accounts tab > Account TypesManage Account Types
Create a type:- Click Create.
- Enter the Name.
- Click Save.
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Contact Types
Contact types classify the contacts within your accounts (e.g. "Primary", "Billing", "Technical", "On-site").
Getting There
Settings > Accounts tab > Contact TypesManage Contact Types
Create a type:- Click Create.
- Enter the Name.
- Click Save.
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Tips & Best Practices
Tip: Keep your source and medium lists focused on the channels that matter to your team. Too many options can make data entry inconsistent.
Tip: Industry types, sources, and mediums are useful for filtering and reporting. Consistent use makes your reports more meaningful.
Frequently Asked Questions
Q: What's the difference between sources and mediums?Sources identify where a lead came from (e.g. "Trade Show"), while mediums describe how they reached you (e.g. "Email"). Used together, they give a complete picture of lead origin — for example, Source: "Trade Show", Medium: "Email" means the lead came from a trade show via an email follow-up.
Q: Can I merge duplicate types instead of deleting?There's no direct merge feature. To consolidate, create the type you want to keep, then delete the duplicates and select the keeper as the replacement.
Q: Do these settings affect existing records?Only when deleting — existing records using a deleted type are reassigned to the replacement you select. Creating or renaming types doesn't affect existing records.