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:  
  1. Click on Contacts.
  2. Select the contact that you would like to edit.
  3. Select to Edit next to the Category field.

  4. Add or edit sub categories in the dropdown that appears.

  5. 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.