Client Sectors are used on CentricFlow to assign to clients, which in turn are used to search or filter Clients.
You can import the Client Sectors your agency uses, simply by using our template. This will make is easier to import your existing data.
To begin importing your Client Sectors login to CentricFlow and head to Settings -> Client Sectors and then click the Import Button on the top right. From here you will be see the following screen:
You can click on the CSV Template link to download the Excel file that you can complete and upload to CentricFlow. Please note, you must save the file as a csv as this is the only supported file that can be uploaded.
Download Template