Categories within your CRM will allow you to segment and search the audience that you are marketing to, and therefore increase your engagement. Follow the steps below to mass-move your contacts into a created category within your Wise Agent CRM!
Written by Ashley
Updated on February 23, 2025
From the sidebar, select Contacts ➜ Contact List.
From your contact list, select the checkboxes next to the contacts you wish to categorize.
Once selected, a pop-up box will appear, and select the Category icon.
4. Once selected, locate and click on the Add to Category option.
