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Toni O
Level 3

Can I edit the list of categories available to me? The help guide takes me to Products and Services and there is no option to see "more" as expected.

Go to Sales and select Products & services (Take me there).
Select the More ▼ dropdown, then Manage categories.
Select New category, then enter the name of the category.
Note: If you need a create a sub-category, select the Is a sub-category checkbox, then select the main category from the ▼ dropdown.
Select Save.