Org Types put organizations into different categories by labeling them with unique colors. When an entity is assigned to an Org Type it can be filtered from the My Leads page. Org Types are supported with both views in visitor tracking, the table view and visual view. Here are some examples for when you might use Org Types are:

• Hiding employees or contractors from your view
• Highlighting competitors
• Separating customers from prospective clients
• Adding key companies to a watchlist

Default Org Types

The following Org Types and colors are automatically created on your account:

To change the default Org Type name or color:

• Navigate to Admin > App Setup > Organizations
• Click the gear under the Actions column and select Edit. 

Adding Org Types

To add an Org Type:

• Navigate to Admin > App Setup > Organizations
• Click Add Org Type
• Enter a name, pick a color then click Save. 

Adding Companies to Org Types

Companies can be added to an Org Type through the visitor tracking page or manually from the Org Type management page. 

Adding Companies from Visitor Tracking

From the Table View

• Make sure the Org Type column is added to your view
• Click the circle under Org Type

From the Visual View

• Click the vertical color strip to the left of the visitor as shown in the screenshot below:

Adding Companies Manually

• Navigate to Admin > App Setup > Organizations 
• Click the Organizations tab
• Click the Assign to Org Type button

Managing Companies in an Org Type

To easily view, add, or remove companies from an Org Type:

• Navigate to Admin > App Setup > Organizations 
• Click the number under the Companies column

Using Org Types with Visitor Tracking Filters

Org Types can be used to show or hide visitors from your visitor tracking page. To set up your filter using an Org Type:

• Navigate to Visitors > Filters
• Create a new filter or edit an existing one
• Enable the Org Type filter