Account > Business Types (Used in Opportunities module only) You can assign a business type to each of your clients and prospects. There is a default list of business types available, or you can create your own. To create a new business type: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "Business Type." 3. Enter the business type's name; if desired, use the "Notes" field to include any pertinent information. 4. Click on "Save." To modify an existing business type: 1. Click on the Account tab. 2. Click on the "Business Types" link. 3. Click on the relevant business type name in the list. 4. Make your changes in the "Edit - [Name of business type]" dialog box. 5. Click on "Save." To delete an existing business type: 1. Click on the Account tab. 2. Click on the "Business Types" link. 3. Click on the relevant business type name in the list. 4. Click on the "Delete" button in the "Edit - [Name of business type]" dialog box. (Note: You cannot delete a business type that has been associated with a client or prospect.)