> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Company category and category group

> Create or update company categories, assign category groups, and enable lead status tracking.

This task is done in Settings and maintenance and you must be an administrator.

The **Company - Category** list defines the types of companies in your database, such as *Customer*, *Partner*, or *Lead*.
Each category can belong to a **Category group** that determines how it behaves in searches, automations, and lead management.

You manage company categories in **Settings and maintenance** under **Lists** > **Company - Category**.

## About category groups

Category groups provide a way to classify categories by purpose and prevent unwanted automation changes. For example, a company marked as *Customer* should never automatically revert to a *Lead* because of a form submission.

| Category group     | Description                                                                                                       |
| ------------------ | ----------------------------------------------------------------------------------------------------------------- |
| Customer           | Used for existing customers, such as *Customer A*, *Customer B*, or *VIP customer*.                               |
| Lost               | Used for former customers or lost opportunities.                                                                  |
| Partner            | Used for resellers, integrators, or business partners.                                                            |
| Potential customer | Used for leads or prospects that have not yet become customers. Only this group can have **Lead status** enabled. |
| Other              | Used for any other type of company.                                                                               |

## Add a company category

1. Select <i class="ph ph-list-bullets" aria-hidden="true" /> **Lists** in the Navigator.

2. From the dropdown menu, choose **Company - Category**. The **Items** tab displays all existing categories.

3. Click **Add** to open the **Edit list item** dialog.

4. Enter a name for the category in the **Name** field. *(Mandatory)*

   This name appears in the **Category** field on the Company screen.

5. From the **Category group** dropdown, select the appropriate group.

   The group determines how the category behaves in searches and automations but is not visible to end users.

   * To enable lead status later, select **Potential customer**.

6. *(Optional)* Enter a description to clarify how the category should be used.

7. *(Optional)* Select **Enable lead status for this category** if applicable.

8. Click **OK** to save the new category or **Cancel** to discard your changes.

![Editing a company category in the Company - Category list, showing the Potential Customer group selected and the option to enable lead status for the category. -screenshot][img1]

## Edit or delete company categories

<Note>
  Editing or deleting categories in use can lead to inconsistent data.
  Changing a category group or disabling lead status can leave companies and contacts with lead information that can no longer be updated.
  Review category usage carefully before making changes.
</Note>

1. Open the **Company - Category** list.

2. To edit:

   1. Double-click a category to open it.
   2. Update the **Name**, **Category group**, or **Lead status** option.
   3. Click **OK** to save.

3. To delete:

   1. Select the category in the list.
   2. Click **Delete**.

## Restore deleted company categories

1. Open the **Company - Category** list.

2. Select **Show deleted items and headings**.

3. Locate the deleted category, double-click it, and click **Restore**.

4. Click **OK**.

[img1]: /media/loc/en/lead/add-company-category.png


## Related topics

- [Potential customer categories](/en/lead/learn/index.md)
- [Enable lead status for company categories](/en/lead/admin/index.md)
- [Manage lead statuses](/en/lead/admin/add-lead-status.md)
- [Automate lead categorization](/en/admin/lists/user-group-filtering.md)
- [User group filtering](/en/admin/lists/user-group-filtering.md)