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Contact Management

Contact Categories
Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts

Contact Management

Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merging Contacts

Contact Categories

* Page referenced in this article: contact categories page.

Contact categories are used on the contact and lead details pages. This is an extra field that you can use to filter contacts and leads. For example, you can use this field to identify the contact's interests.

Default client categories are created when you create your account in LeadCenter.

Client categories are also used in reports where you can filter contacts based on their category.

Tip: Contact categories can be used as filters in workflows, email marketing campaigns, text message campaigns, and contact segments.

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