Add Category

Categories help you organize your prospects effectively. Follow these steps to add a category of prospects to your |Call List|:

Go to the |Navigation Bar| and select |Prospects|.
Select the |Call List| button.
Select the |Add Category| button.
Select the category you want to add.
Select the |Add to Call List| button.
A summary of the action will be displayed. Select |Done| to return to your |Call List|.
Your |Call List| will now be filtered to show only the selected category (step-4).

Note: If you are using spreadsheet pages, you cannot add a category to "All Pages." You must first select the specific page where you want to add your category.

Categories help you organize your prospects effectively. Follow these steps to add a category of prospects to your |Call List|:

Go to the |Navigation Bar| and select |Prospects|.
Select the |Call List| button.
Select the |Add Category| button.
Select the category you want to add.
Select the |Add to Call List| button.
A summary of the action will be displayed. Select |Done| to return to your |Call List|.
Your |Call List| will now be filtered to show only the selected category (step-4).

Note: If you are using spreadsheet pages, you cannot add a category to "All Pages." You must first select the specific page where you want to add your category.