MyOffice

Categorising Contacts

Categorisation gives you that vital edge when it comes to organising your data. With categories you can categorise your contacts and associate different colours with the different categories ... very useful if you want to categorise important customers with a particular colour or if you want to denote the status of new leads.

You can have multiple categories per contact. For example, you can categorise a client as being in a particular sales region, being interested in certain product lines and being a key decision maker.

Once you've categorises your contacts you can retrieve contacts that match specific categories ... and then email them or simply work through the list taking appropriate actions.

By categorising your contacts you can share the information your business needs - between multiple users and acrosss a variety of devices.

Contact categorisation in MyOffice