The ABCD Categories for your Contacts are a quick way to identify your preferred clients, as well as those you may not want to work with again. While there are no hard and fast rules about how these Categories are used, here are a few examples of how our clients use this feature:
- The A/B/C/D is another way to group contacts in a broad/general context. We have found many agents/brokers/coaches use this method (and all have subtle differences in how they define these groups). The tagging system allows for a more robust, granular, self-defined categorization.
- One user breaks down the Category in the following ways:
- A= Top 100 contacts who would most easily/have before recommended agent
- B= Anyone who has purchased or sold a property with the agent
- C= A lead
- D= A Business contact/Administrative contact
- Another user has a slightly different method:
- A = Customers that I have done multiple (more than 3) transactions with and people who refer me the most business
- B = Anyone that I have done at least 1 transaction with
- C = General Contacts & Leads
- D = Anyone that I do not want to do business with again
If you have some recently added Contacts and would like to assign a Category to in bulk, you can open up your Contacts list by clicking the number with the >> icon at the top of the left side list, then use the check boxes to select which Contacts should belong to the Category you'd like to apply. From here, click the 3 lines in the upper right, then select Assign A|B|C|D to apply a Category to the set of Contacts.
To filter by Category, select Category from the Filter list:
Then select the Category you'd like to display:
After you save your Filter, you'll have a list of all Contacts in that Category!
As always, please feel free to reach out with any questions and we'll be happy to help!