Applications Administration Guide > Categories >  Adding a
Category  You can add categories to accounts, contacts, and
opportunities. The procedure that follows explains how to add a
category for accounts. You can add a category for contacts or
opportunities by navigating to the appropriate screen.  To add
an account category    1. Navigate to the Accounts screen >
Accounts List view.   2. Drill down on an account record for
which you want to add a category.   3. Click the Categories view
tab.   4. In the Categories list, create a new record and
complete the necessary fields.      Some fields are described in
the following table.        Choose an existing category or
create a new one.      Category Rank      A value that defines
the category. The rank can be any numeric value.       A check
box which, when selected, restricts sales team members from
seeing how you have categorized the account. When the check box
is selected, the category is private.      Clear the check box
to designate the category as Public