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

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

In this example, I have added the category Zillow Contacts 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

Have Questions? Just Ask! Our Support Team can be reached at 866-774-2947 or by email at Support@homes.com!