Creating Categories for Contacts
When you assign categories to contacts, you can more readily manage your contact list. Contact categories let you sort contacts into groups, making them easier to find and organize. For example, you might categorize a contact by their role in their company.
To place a contact in a category, select the category in the Category field on their record. When you view your contacts, you can filter the list by selecting a category in the Category field. To view your contact categories, go to Setup > Sales > CRM Lists and set the Type field under Filters to Contact Category.
To create a category for contacts, you'll need to enable Custom Categories. It is a setup permission you can give to a role.
To create a contact category:
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Go to Setup > Sales > CRM Lists > New. Click Contact Category.
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Enter a name for the contact category.
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If you want to be the only one who can use this contact category, check the Private box.
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Click Save.