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Add a custom category to filter contacts by

Jim Turner -

With CRM Pro, you have some out of the box categories which you can categorize your contacts with and you can also add custom categories. Each contact can have multiple categories assigned and you can use the Quick Search feature to filter your contacts by category.

How to create a custom category:

2017-06-22_07_20_55-Edit_Contact___Pro_Agent_Solutions.png

How to filter your contacts by category:

2017-06-22_07_23_29-Contacts___Pro_Agent_Solutions.png

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