Create Your Own Custom Contact Categories Connect automatically comes with 15 Contact Categories to choose and Contacts can be assigned to multiple Categories.

But you also have the option of creating your own Categories for even more options.

First go to the Advanced Settings section of the Leads and Contacts application in your Connect dashboard and select "Manage Contact Categories"

Then you can either edit any of the existing categories by selecting the pencil (edit) icon 

Or you can add a new category by selecting

In this example, I have added the categories Latest Listings and Latest News for easy contact sorting when I want to send out a mass email for those specific clients. You can see here how they show up within my contacts:

For a better example on using custom categories within the Dashboard, please see Article: Custom Categories & Emails

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