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How can I assign categories to my contacts?
Assign categories and sub-categories to contacts on your Zeller Dashboard.
Categories are a helpful tool to group and organise the contacts you interact with.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.