How can I assign categories to my contacts?
Categories are a helpful tool to group and organise the contacts you interact with.
To assign categories to your contacts from your Zeller Dashboard:
To assign categories to your contacts from your Zeller Dashboard:
- Click on Contacts.
- Select the contact that you would like to edit.
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Select to Edit next to the Category field.
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Add or edit sub categories in the dropdown that appears.
- Click Save.
A confirmation will appear and the category will be applied immediately.
At this stage, your contacts can only be assigned to one category at a time.
Please contact our Support team if you require any further assistance with creating your contacts.
Related articles
- How do I edit or delete a contact?
- How do I manage notes for my contacts?
- How do I manage tags for my contacts?
- How do I search for an existing contact?
- How do I add an image to an existing contact?
- How do I create a new contact?
- How do I link contacts to a transaction?
- How do I link contacts to a bank account?
