How do I create a new category?
Go to Add Opportunity > In step 1/6 click Category > In the pop-up click Create category:
1. Select a theme or upload a photo
You must add a title to your theme if you upload a custom photo. The minimum image size must be 400 x 200 pixels.
If you upload a custom theme, make sure to Select the theme from the list once uploaded.
2. Add a title
3. Add a description
4. Click Done
If you need to edit your category's image, name or description,
click here.
Related Articles
What are the different step categories when adding steps in a sequence? How should I use each category?
When creating the steps for any given sequence, you can currently choose between various step categories. File upload Interview Orientation Training Fillable PDF Fillable Form Video Checklist Custom The only implication of adding a step within a ...
How do I create a Sequence step for people to fill out a form (i.e., answer questions, attach files, provide digital consent, etc.)
When adding a step to a sequence, there's a way to redirect people to a Vome form if you're looking for them to share specific information with you. In the Custom step category, you could create a new entry. You can title the step according your ...
Do I need to create a category if my opportunity is for a one-time event?
Yes, every opportunity must be associated with a category! We suggest that you create a category and title it according to the name of the one-time event. For example, the title of the category would be "Marathon Fundraiser". The opportunity titles ...
What happens when I create a new record from the Form response pop-up?
When you create a new record in the database from a form response, it will pull their profile information to create the new record. There's no need for any manual data entry! This option is only available if there's no existing record with the same ...
How should I format my fields to successfully upload them to my database?
You can use the format below for each type of field to ensure a successful import. There is a template that you can download attached to this article. You may fill out the template directly or use it as a reference to help you fill out your own Excel ...