This guide explains how to create, edit, and manage Contact Categories in LeadCenter.ai. Contact categories help you classify leads and clients, making it easier to organize records, segment audiences, and filter data across reports and dashboards.

1. What Are Contact Categories?

Each contact in LeadCenter—whether active, a lead, or archived—has several configurable fields for tracking and reporting, including:

• Stage
• Stage Status
• Contact Category
• Client Status

Among these, Contact Categories serve as a flexible way to group and filter contacts based on shared attributes.
Examples include:

• Life Insurance Only
• Investment Only
• Wealth Management Client
• Prospect – High Priority

You can assign a unique color and icon to each category to visually distinguish contacts throughout your dashboards and pipeline.

2. Accessing the Contact Categories Page

To configure contact categories:

1. Click your name in the upper-right corner of LeadCenter.
2. Select Settings from the dropdown menu.
3. Under Contact Management, click Contact Categories.

This will open the Contact Categories page, where you can view all existing categories and make modifications.

3. Adding a New Contact Category

To create a new category:

1. Click Add New Contact Category.
2. Enter a Name — for example, Life Insurance Only.
3. Select a Color to visually identify the category.
4. Choose an Icon that represents the category.
   • A set of system icons is available by default.
   • You can use the Search Bar to find specific icons.
   • For instance, you might search “insurance” and choose a relevant symbol.
5. Once the color and icon are set, click Save.

Your new contact category is now available to use throughout LeadCenter.

4. Editing or Deleting Existing Categories

To manage existing contact categories:

• Edit – Click the Edit icon beside a category to rename it, change its color, or assign a new icon.
• Delete – Click the Delete icon to remove a category from your list.

Note: Deleting a category will remove it from the selection list, but contacts previously assigned to that category will remain unaffected until you manually reassign them.

5. Applying Categories to Contacts

Once categories are created, you can assign them to contacts directly:

1. Navigate to the Sales Pipeline or Contacts page.
2. Open a contact’s details.
3. Locate the Contact Category dropdown.
4. Select the desired category (e.g., Life Insurance Only).
5. Click Save to apply.

The contact is now tagged with the selected category, which can be used for filtering and reporting.

6. Using Categories for Filtering

Contact categories can be used as filters in various places across LeadCenter, including:

• Sales Pipeline
• Contact Dashboard
• Reports (e.g., production, sales, or appointments)

Filtering by category helps you analyze performance metrics for specific client segments or types of business.

7. Summary

By managing Contact Categories effectively, you can better organize your CRM data, create meaningful client segments, and improve your reporting accuracy across LeadCenter.ai.