Hi there!
brand new the fresh sales and I am setting up my contacts to get some deals rolling.
questions - is there a way to categories / group contacts together?
Let’s say that each contact will be either one of the following customer types.
Agents
Brokers
Member
Guest
Exchange
how can I designate the type - which hopefully I can then filter as needed.
thank you!
+8
Hello,
Greetings from Freshworks community!
To group contacts based on a specific category, you can add custom fields with the values as per requirement. For example, the custom field can be named as customer type with the drop-down choices,
Agents
Brokers
Member
Guest
Exchange
The values can be added to the respective contact which can then be filtered using the custom field to save them as a view. Whenever there is a new contact gets created satisfying the filter condition, will be automatically added to the saved view.
Please do refer to this support article to know more about creating custom views - How to create custom views for accounts?
I hope this helps.
Do let us know in case of further queries, we’ll be happy to help out.
Have a great day!
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