Overview
Note: Help content (except videos) has been updated to reflect the UI/UX changes in BQE CORE.
Industry refers to the primary business of leads or prospects for your company, e.g., architecture, engineering, legal, software, technology, etc. It refers to the target industries your company frequently works with and is used as an attribute for leads and prospects. BQE CORE CRM comes with a default industry list, but you can create a custom list of industries for your leads and prospects in CORE CRM. Click to watch this video on creating CRM lists in CORE.
When leads and prospects are being entered in CORE CRM, it helps to understand what industry their business belongs to so that the relevant or custom marketing materials can be delivered to them and proper sales analytic can be performed. For instance, if 80% of your business is from the architectural and engineering fields, then that affects how your company markets your products and services to them. It can also affect how the products and services evolve over time to ensure your key market is best accommodated in the features and designs you are offering.
You can check out the list of industries at SIC (Standard Industrial Classification) codes list.
How To
Field Descriptions
| Field Name | Field Description |
| CRM Lists > Industries > | |
| Industry | Name of industry, such as architectural, legal, accounting, etc. |
| Active | Indicates whether an industry is active and available to be used for leads or prospects. |
Add Industries
To add a new industry, watch this video or follow these steps:
- Open the Industries screen from the side menu > Settings > CRM.
- In the list view, click Add and enter the required information in the top row of the grid. Check Field Descriptions above for details.
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Industry
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Active
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Click Done. The new industry is displayed in the grid.
View Reports
To view a report:
- Open the Industries screen from the side menu > Settings > CRM.
- In the list view, click More > View Reports.
- Select a report from the Report List dialog. It opens in the viewer.
- Preview the report and then choose to export or print it.
You can also check the detailed video on running and managing reports in CORE.
Export Industries
In CORE, you can export the industries to the Comma Separated Values file format. CORE exports data from all available columns and not just the columns visible in the grid.
To export industry records to a .CSV file, watch this video or follow these steps:
- Open the Industries screen from the side menu > Settings > CRM.
- In the list view, click More > Export as CSV.
- A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.
You can also check the detailed video on exporting data in CORE.