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Organize and Track Contacts

Categories organize contacts into groups such as Prospect, Client, Family, Sphere of Influence, etc.  Categories can be integrated into Action Sets, Landing Pages and Autoresponders.
Within the contact card, you can see the category that is contact is within. In some cases, you may have two categories for a single contact.

Add New Category

  • From anywhere in the CRM, select the Settings Gear Icon in top navigation bar.
  • Select the "Categories" button.
  • Note the "Contacts with this Category" column.  Here you can see how many contacts are in the category.  You can select the number to see who is within that category.
  • Select the "Add Category" button to create a new category.
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