Categories

: groupings of types of Contacts. Common categories include Leads, Prospect, Employees, Referral Sources, Customers, etc. Categories are used to identify types of contacts for marketing, communications, tracking and reports. Certain categories can be flagged as “prospects” and other designations for reporting, based on Client preferences during the implementation. The transition of Contacts through Categories represents their movement through a relationship with the company or organization.

Lead —> Prospect —> Customer