Industry Type
Overview
Industry Type — Business Overview
Industry Type is a simple but important setup document used in Dafater to classify customers, prospects, and business opportunities by the industry they belong to. It helps organizations group their sales and customer data in a meaningful way, making analysis, planning, and decision‑making more effective.
What Industry Type Is Used For
Industry Type allows the business to: - Categorize customers and leads based on their industry (for example: Manufacturing, Retail, Healthcare, Education) - Understand which industries generate the most revenue or sales activity - Tailor sales strategies, pricing, and communication for different industries - Improve reporting and market analysis across the sales function
Although it is a simple list, it plays a key role in organizing sales-related information.
Prerequisites and Setup Requirements
Before using Industry Type effectively: - The business should decide which industries it commonly deals with - Industry names should be standardized to avoid duplicates or confusion (for example, using “Real Estate” instead of mixing “Property” and “Real Estate”) - Industry Types should be created early during system setup, before entering large volumes of customer or lead data
This is a one-time or occasional setup activity, not a daily operational task.
Typical Workflow and Business Usage
Define Industry Types
The business creates a list of relevant Industry Types based on its target markets.Assign Industry Type
When creating or updating customer records, leads, or sales opportunities, users select the appropriate Industry Type.Analyze and Report
Sales managers and leadership use Industry Type to:- Review sales performance by industry
- Identify high-growth or low-performing industries
- Plan industry-focused campaigns or sales initiatives
Industry Type quietly supports many sales processes without requiring frequent user interaction.
Key Business Scenarios Where Industry Type Is Essential
Sales Strategy Planning
Understanding which industries respond best to products or services.Market Segmentation
Grouping customers and prospects to run targeted sales or marketing efforts.Revenue Analysis
Comparing sales figures across different industries to guide investment and expansion decisions.Customer Understanding
Helping sales teams better understand customer needs based on industry context.
Important Considerations for Users
- Keep the list of Industry Types clean and relevant; avoid unnecessary or overlapping entries
- Use consistent naming conventions to maintain clarity in reports
- Review Industry Types periodically to reflect changes in market focus
- Ensure sales and customer-facing teams understand how and when to use Industry Type correctly
In summary, Industry Type is a foundational setup element in Dafater that enables better organization, clearer insights, and more informed sales decisions across the business.
Basic Information
- Module: Selling
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| industry | Industry | Data | ✓ | - | Name of industry category used for Dafater classification and reporting |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Sales User | ✓ | |||||
| Sales Manager | ✓ | ✓ | ✓ | |||
| Sales Master Manager | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Customer | Linked from | Selling |
| Lead | Linked from | CRM |
| Opportunity | Linked from | CRM |
| Prospect | Linked from | CRM |