Contact Categories

New Categories can be Added and Edited

It is recommended to set a name for each batch of imported records, you can also set an existing category type to the imported records. For Example; 300 sales leads have been purchased from company, the leads are imported and a new category was made named: , after a few months another 200 leads are purchased from, when importing the second batch can be selected from the drop down menu. This will set the category of the second batch to

Edit Category Screen

Edit Category Screen
  1. To Add a new category click on the Add button and enter the name of the new category
  2. To Edit an existing category type (edit) the name of an existing category and press the OK button to save the changes.