What are categories?

A category is a keyword or phrase that you can assign to a Contact (email, appointment, task.) You can assign one or as many categories as you like to each item.

Why are Categories so utterly brilliant? 4 Reasons:

1. Categorise and Target
   By what is important to you (or, more wisely to them). You can create categories by industry, by company size, by their nature of business with you.
2. Organisation
   Helps you easily find, sort, filter, or group contacts.
3. Track related but different items
   For example all the meetings, contacts, and emails for a baseball committee you’re on or any business project. Create a category (Baseball or New Project) and assign items to it.
4. Minimises folder requirements.
   For example, you can keep business and personal tasks in the same task list and use the Business and Personal categories to view the tasks separately.

If you like this tip please share it with your friends and colleagues.

Debbie Mayo-Smith (CSP; BSc Hons Econ) is an International Speaker, best selling author and expert in showing how you can free up time, earn more and lower costs by better using the tools at your fingertips.
For a free quick tip newsletter, vast collection of 'how to' articles and other resources to help you work smarter come to www.debbiespeaks.co.nz

No related posts.