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Trade Categories
Manage trade categories, subcategories, and their relationships throughout Firm Society.
Add Category
Create a top-level trade category or a subcategory.
ⓘ Subcategories belong to the selected trade. Drag to reorder them.
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Category Settings
Trade Categories are the shared taxonomy for groups, profiles, Leads, Opportunities and future referrals.
Disabled categories remain stored but are hidden from normal member workflows. Category relationships are managed directly below the category editor using drag and drop.