Categories can be used to classify your client data in any way that is useful to your business.
Why use Categories
Once you have added clients to a category (eg First Home Buyer) you can easily select the category rather than search for the clients individually. Clients can be added to multiple categories, making it easier to group and manage your database.
Adding a Person to a category
- In the CRM App, select a person record.
- Use the Categories drop down or type the name of the Category to select.
Moving multiple clients to a category
- In the CRM Person section, select the clients you wish to move to a category and click .
- Select Categories
- Select Apply to selected (or All) and click Next.
- Select the Category from the list and click Choose.
Person categories can be removed using the same method from selected records or all records.