Contact Categories Manager

Last Updated: Jul 20, 2017 04:09PM BST

Creating Contact Categories 

Add your categories to your database manager to successfully import your contacts later. 
Before you can import your contacts, you will first need to add all categories that you plan on utilizing in your database. 

  • Category is the descriptive label that defines a Contact's Professional Industry. 

  • These labels should be relatively general and limited to 5-8 different options. 

  • If you need to add more detail to a person's Professional Industry, that should be done using the Contact Type field.

  • Examples of appropriate categories include: 

​        

Add a New Category

  • To add a new category to your database, navigate to : Contacts--> Category Manager.
  • You can view/search existing categories by completing a search.
  • Click on "Create Category" when you're ready to enter you new category type.


  • ​Enter the name of your new category and click on create to verify your request. 

Note: Category data has to be entered exactly the same as it appears on your excel. This includes spacing and capitalization. If not the information will be read as different entries.

Note: If you are using special characters such as !, @,#,$,%,^,&,*, <, > please read the following support center article on USING SPECIAL CHARACTERS

 

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