A vertical categorizes your clients by industry, such as Manufacturing, Healthcare, or Finance. Use the Verticals page to create the verticals available across your account.

Accessing Verticals settings

You can open Settings from anywhere in Lifecycle Manager:

1. Click your account name in the upper left corner of any page.

2. Click Account Settings.

Then click Verticals under the Clients section of the left navigation panel.

Verticals page layout and features

Vertical list

All of the Verticals that you can assign clients to appear in a table. A search field lets you filter the list to a specific vertical.

Each row in the table shows:

• A checkbox selector

• The Vertical title

• An overflow menu icon containing:

  • Edit Vertical

  • Delete vertical

Creating or deleting a vertical

Click + New Vertical to open a modal where you enter a title for the vertical, then click Create Vertical to confirm.

Click a vertical's menu and click Delete vertical to delete it. A confirmation popup appears before the vertical is deleted.

To delete multiple verticals at once, select their checkboxes, then click Delete Verticals in the bar that appears at the bottom of the screen.

Adding a client to a vertical

Assign a vertical to a client from the Vertical field in that client's details drawer on the Client Settings page.

See: Configuring client settings

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