Company profile setup and maintenance > Company categorizations used in CRMRight
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Company categorizations used in CRMRight
 
Using flags to identify company types
Using CRM Types to track a company's place in the sales cycle
When you create a company profile for use with CRMRight, you must:
• Identify how the company will be used in TMWSuite.
• Assign a category that indicates how far the company has progressed in the sales cycle.