Contact Categories
Contact Categories classify the people in your CRM — by role, by interest, by relationship. They are how a list of contacts becomes segmentable, so a campaign or a follow-up can target the right subset rather than everybody.
Where to find it
Go to CRM > Settings > Contact Categories.
Adding a category
| Field | Required | Description |
|---|---|---|
| Category Name | Yes | The label applied to contacts. |
| Description | No | What the category means, so it is applied consistently by everyone. |
| Status | No | Whether the category is active and selectable. |
What categories are for
| Example | Segments by |
|---|---|
| Decision maker | Authority — who can actually sign. |
| Technical contact | Role — who to ask about requirements. |
| Accounts | Function — who handles invoices and payment. |
| Newsletter | Interest — who has opted into marketing. |
Categories only work if everyone applies them the same way. Write the description properly — a category meaning different things to different people segments nothing.
Managing categories
Edit renames a category; the inactive toggle retires one no longer used while leaving existing contacts intact. Keep the set small — a category list nobody can hold in their head goes unused.
Related pages
- Campaign Group Contacts — using categories to build an audience
- Customer Contacts — the contact directory
- Leads List — prospects being classified