CoreBridge allows you to categorize your accounts using Customer, Industry, and Origination Types. These classifications make it easier to organize records, maintain consistency, and generate meaningful reports. The categories are fully customizable to match your internal tracking methods, with common examples including Retail, Wholesale, Government (Customer Types), Manufacturing or Education (Industry Types), and Referral or Walk-In (Origination Types). By setting up and using these types, you gain clearer insights into your customer base and stronger reporting accuracy across your system

Table of Contents

• Customer Types
  • Enabling Customer Types
  • Creating Customer Types
  • Selecting Customer Type for Individual Customer
• Industry Types
  • Adding an Industry Type 
  • Managing Industry Types
  • Assigning an Industry Type to a Customer
• Origination Types
  • Adding an Origination Type 
  • Managing Origination Types
  • Assigning an Origination Type to a Customer

Customer Types

Customer Types can be customized for your system. To add your own unique Types, you must first enable Customer Types. 

Navigate to Management Module / Customers / Tracking / Customer Types.

Enabling Customer Types

1. Click Enable Customer Types.

2. Click Save Settings.

Creating Customer Types

1. Enter new Customer Type.

2. Select a Parent Group for the Customer Type, if desired.

Note: Any previously entered type can be used as a Parent.

Selecting Customer Type for Individual Customer

Once Customer Types have been created, you can assign them to individual Customers. Setting a Customer Type on a Customer record helps ensure that each account is consistently categorized, making it easier to filter, organize, and run reports based on the types you’ve defined.

Navigate to Sales Module / Customers and select the appropriate Customer.

1. Select the Settings tab.

2. Click Update.

3. Select the Customer Type from the dropdown.

4. Click Update.

Industry Types

To manage Industry Types, navigate to Management Module / Customers / Tracking / Industry Type.

Adding an Industry Type 

1. Enter a new Industry Type Name.

2. Select a Parent Group for the industry type if desired.
Note:  Any previously entered Type can be used as a Parent.

3. Click Add New Type

Managing Industry Types

a. Make changes to Industry Types by clicking Edit and then Save.

b. To Delete an existing Industry Type, click Delete.

Assigning an Industry Type to a Customer

Customer Industry Types allow you to classify Customers based on the industry they represent, making it easier to organize and analyze your Customer base.

Navigate to Sales Module / Customers and select the appropriate Customer.

1. Click on the Settings tab.

2. Click Update.

3. Select the Industry Type from the dropdown menu.

4. Click Update.

Origination Types

Origination Types indicate how a Customer found your company which can help you determine where to spend your marketing budget.

Navigate to Management Module / Customers / Tracking / Origination Type.

Adding an Origination Type 

1. Enter a new Origination Type Name.

2. Select a Parent Group for the Origination type if desired.
Note:  Any previously entered Type can be used as a Parent.

3. Click Add New Type

Managing Origination Types

a. Make changes to Origination Types by clicking Edit and then Save.

b. To Delete an existing Origination Type, click Delete.

Assigning an Origination Type to a Customer

Customer Origination Types allow you to classify Customers based on how they heard about you, making it easier to organize and analyze your Customer base.

Navigate to Sales Module / Customers and select the appropriate Customer.

1. Click on the Settings tab.

2. Click Update.

3. Select the Origination Type from the dropdown menu.

4. Click Update.