Navigate to Lead Categories and explore existing entries via the Summary page. Lead Categories follow a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
Click on the link (Name or Number) of the entry of your interest to open a modal with the related details. Select an existing Lead Category for the 'parent' to make the specific Lead Category a 'child' or erase the 'parent' name to make the specific Lead Category a 'parent' itself.
Either SAVE the changes or cancel (X) and go back to the Summary page.
Create a new Lead Category (ADD) or delete an existing one (REMOVE).
Use EXPAND ALL to view 'parents' and 'children' and COLLAPSE ALL to only view 'parents'.

Check the Validations & Restrictions Table below for a list of available Actions when working with Lead Categories including each Action's related validations, restrictions and additional information. View the Attributes Table for a comprehensive description of Lead Categories fields.

Validations & Restrictions

Action	Validations	Restrictions	Additional Information
Create	Mandatory Fields must be defined.	Multiple Lead Categories can be present in the System, but each one should have a unique Name and Alternative Code.	Not Applicable
Edit	Mandatory Fields must be defined.	Not Applicable	Not Applicable
Delete	A Lead Category cannot be deleted if it is the 'parent' node.	Lead Categories cannot be deleted if they are already used by Leads which are still not completed or if they are included in the list of allowed Categories in one of the available Lead Types.	Deleted Lead Categories are still visible on entries which were created using those Categories.

Attributes

An * indicates a field is mandatory.

Name	Description
Name*	The name of the Lead Category.
Code*	A code for the Lead Category.
Description	A description for the Lead Category.
Parent	The parent of the Lead Category, unless if the Category is a 'root'.