Categories play a crucial role within your database. For instance, you may have a group of individuals with specific interests, so it’s beneficial to categorise them into groups such as:
- "Hot Buyers"
- "Cold Buyers"
- "Monthly Newsletter"
By categorising your contacts, you can more effectively target your marketing efforts and generate precise contact reports. Additionally, we enable you to categorise properties, which helps organise projects together.
Contents:
- Setting up category group
- Setting up categories
- Edit, delete, and reassign categories
- Take me through LIVE
Step by step
Setting up category group
1. Go to: Settings > Categories
2. Depending on the group you would like to create, click on the Contact Category Groups tab or the Property Catagory Groups tab
3. Click Add Category Group
4. The Add/Edit Category Group screen will appear, where you can add the name of the group and which contact types it applies to
5. When done, click Save
6. You can edit or remove an existing category group via the Edit button on the right-hand side
Setting up categories
1. Go to Settings > Categories
2. Depending on the type of category you would like to create, click on the Contact Categories tab or the Property Categories (Projects) tab
3. Click Add New Category
4. The Add/Edit Category screen will appear, where you can add the category name, category group, and visibility settings (for property categories, you will only require a name)
If you select a team as the Visibility, you can tick to allow anyone within the assigned team to edit the category.
5. Click Save once you have added the above details
TIP: You can Click to fetch in order to see how many contacts are currenelty in the category.
Edit, delete, and reassign categories
1. You can edit an existing category's name or access settings via the Edit button on the right-hand side or delete by clicking Remove
2. Removing a category will allow you to reassign its contacts to another category, if desired
Once removed, This cannot be undone.