This article will guide you through creating additional or editing existing contact classifications within your database.
Contact Classifications are additional fields that can be used in conjunction with the search functions in the software to give your clients a scale of relevence
E.g A = Client is ready to buy or Sell now, B = Client is ready to buy or sell in 3 - 6 months, C = Client is ready to buy or sell in 6 - 12 months You can keep the default A,B,C contact classifications names that are already or edit them and create ones that are more personalized to your business.
Adding Contact Classification
- Go to the "Set Up" Menu
- Click on "Contact Classifications"
- Click "Add Classification"
- Enter the name of the Classification
- Click "Save Classification"
Edit existing Contact Classifications
- Go to the "Set Up" Menu
- Click on "Contact Classifications"
- Click on the edit pen
- Enter the name of the Classification
- Click "Save Classification"