Overview
While not required in your setup, Categories can help you organize and filter your Lead Types in the Settings menu for easier management.
How to Access and Use Categories
Navigate to Settings (top-right gear icon).
Click Categories in the bottom-left sidebar.
Click New to assign a Lead Type to a category.
Select an existing Lead Type and give the category a Caption (name).
Click Save.
This categorization helps teams quickly find and manage Lead Types in a large account, so it's particularly useful if you are managing several different lines of business or verticals that may require categorization.