Add Category

Categories help you organize your prospects more effectively. Follow the directions below to add a category of prospects to your |Call List|.

From the |Navigation Bar|, 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 display only the selected category from 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 the category.

Categories help you organize your prospects more effectively. Follow the directions below to add a category of prospects to your |Call List|.

From the |Navigation Bar|, 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 display only the selected category from 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 the category.