Follow

Create Your Own Custom Contact Categories

Homes.com Connect automatically comes with 15 Contact Categories to choose and Contacts can be assigned to multiple Categories.

2017-06-08_1506.png

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

First go to the Setup section of the Leads and Contacts application in your Homes.com Connect dashboard and scroll down to the "Manage Contact Categories".

2017-06-08_1455.png

You can add a new category by entering it in the "Add New Contact Category" box and clicking save.

2017-06-08_1510.png

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:

2017-06-08_1511_001.png

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

Have Questions? Just Ask!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Powered by Zendesk