Classifications

Classifications allow users to organize objects within Daylite. There are three kinds:

• Global classifications — user-defined and apply to all object types
• Object-specific classifications — user-defined but tied to a particular object, like the industry of a Company
• Static types — pre-defined by Daylite and cannot be edited by the user

Global Classifications: Categories and Keywords

Categories and Keywords are a universal way how users classify objects within Daylite. Every object in Daylite can have a Category and multiple Keywords. Every company starts off with an opinionated set of Categories and Keywords. However, users can modify Categories and Keywords. Marketcircle also offers Industry Packs which provide a set of Categories, Keywords, and Workflows for specific industries.

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Creating Categories and Keywords

Our API shows Categories and Keywords as attributes directly on the object, and not as links to other objects. When you create objects on the customers' behalf and include a Category or Keywords, it'll be created automatically.
There are endpoints to list, edit, and delete Categories and Keywords

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Guidelines for Categories and Keywords

It is important to keep in mind that customers use Categories and Keywords to organize their data, and creating too many makes Daylite harder to navigate and to create meaningful filters and reports.

• Do not create, edit or delete Categories Keywords without user consent
• Make sure that you are not creating Categories and Keywords from sources that might yield lots of different strings.

When your application has a user interface to create objects:

• Don't treat Categories and Keywords as strings, use the API endpoints to list existing Keywords and Categories and give the user an option to choose from existing Keywords and Categories
• Categories have a color, if appropriate, display this color as a dot next to the category or as background.

Object Specific Classifications

Companies

Companies have three different kinds of configurable classifications, the Company Type, Industry, and Region.

• Company Type is used to set the type of companies. The default values include values like "Non-Profit", "Corporation", and "Government".
• Industry is used to set the industry sector of a company.
• Region is used to describe the region a company conducts business in. By default, we include a list of continents, but users may change them, from broad regions down to neighborhoods in a city.

Opportunites

Opportunities have a configurable Opportunity Type, that is usually used to describe where the opportunity came from (like a phone call or from a tradeshow), however, keep in mind that users might use this for different purposes, like the kind of product or service they hope to win with the Opportunity.

Opportunity state reasons. Opportunities have 5 states, "Open", "Won", "Suspended", "Abandoned", and "Lost". Those states are pre-defined by Daylite. However, to add more context Daylite has configurable "Opportunity state reasons". State reasons are configurable by the user and are used to capture more details why an Opportunity was successful or unsuccessful.