Taking the time to structure your CRM database can save you countless hours in the long run.
Categories allow you to classify your People records in a way that makes sense to you and your business. Segment your database by grouping records based on similarities you define, for example First Home Buyer, Investor, SMSF, etc. Once you have set up categories you can easily select the category to search, rather than looking for individual clients, saving you valuable time.
People records can also be added to multiple categories, making it easier to group and manage your database.
How do I create people categories?
Open the Admin.
Navigate to CRM Settings.
Select People Categories from the top menu.
Click the +Add.
Give the category meaningful Category Name and click OK.
The category will now be available for use.
How do I delete people categories?
Open the Admin app.
Navigate to CRM Settings.
Select People Categories from the top menu.
Highlight the category you want to delete.
Click the Delete.
Click OK to confirm.
Note: You can only delete the categories you have created. Person categories can be removed using the same method from selected records or all records.