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What are categories and how can I use them?

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What are categories and how can I use them?
Categories are an easy way to segment your leads. You can use categories to define what your leads are interested in, their geographic location, what products or services they are most interested in, and the like.

Think of categories as the most top-level way to organize your leads. You'll want to think about how you most basically segment your leads and use categories to define those segments.
  • To start creating categories, navigate to Leads > Lead Customization > Categories.
  • Once in here, click to Add lead category.
  • Give it a name and a description then click Save Category.
Once saved, you can begin applying your Categories to your leads. 
Topics Covered:
Leads Lead Customization
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