You can create rules for automatic assigning of categories for contractors and leads. You can configure these rules in Administration – CRM+ – Category Assignment Rules.
Contractors/leads will acquire categories according to the rules. You can manually select the required category, but if it is different from the one, assigned by the rules, the category/lead will acquire two categories.
The Automatic Category Assignment Rules page looks like this (fig. 1).
Fig. 1. "Category Assignment Rules" page
To create a new rule, click Add Rule, below the Contractor Rules and Lead Rules tables. To edit or delete rules, click or respectively.
Creating a rule
To create a new rule, click Add Rule, below the Contractor Rules and Lead Rules tables. Fill in the required fields on the opened form (fig. 2) and click Save.
Fig. 2. Rule creation form
Enter the rule name (this field is required) in the Rule Parameters unit and select the category, which will be automatically assigned to a contractor/lead when the rule's conditions are met.
The Category Assignment Rule unit displays the EQL search form and condition fields of the rule.
For example, when you create a contractor with the "Partner" type and Ed Baldwin as the responsible (fig. 2), this contractor will get the "VIP" category.
Editing a rule
To edit a rule, click and edit the fields on the opened form. The editing form is similar to the creation form.
Deleting a rule
To delete a rule, click and confirm deleting in the opened dialog box.
or 
respectively.