You can configure subcategories for your contacts, this will allow you to file/divide your contacts into their own groups e.g. Bond applications Approved or Buyers within a specific price range etc.
Start your configuration:
Go to your Contacts module
Click on View Contacts
Select the appropriate Category
Note: The subcategory will appear under the category you file it under. If you want everyone in your office to see the subcategory then select Office or Group, if it is one of your own select Personal
Click Configure and give your subcategory a name e.g. Private Sale
Then select add
You are now ready to start filing your contacts,
If you have any existing contacts that you want to link, do the following:
Click View Contacts
Now search for the contact by selecting the subcategory the contact is listed under
When you find the contact click Open
Once the existing contact opens click on Categories
Simply select the subcategory you want to file it under by clicking the checkbox next to the category of choice
Now click Save
Go back to your subcategory, you will notice that your contact has been added to it.
Note: The contact will not move as a whole from one category to another - it will be filed under both categories.
When you list a new contact you will be able to link the contact to the subcategory on step 4 of 4 the page will be similar to above image.
Do visit our Product Blog for more up to date info on our contacts module, click here