Relenta allows you to create custom contact groups combined into categories. Each category can contain any number of contact groups as in the following example:
Category: Personality type
- Group: Choleric
- Group: Sanguinic
- Group: Phlegmatic
- Group: Melancholic
You can also categorize contacts using custom contact fields.
Below is a hypothetical example of how you can use contact categories and groups to segment your contact database:
Level of interest
- Hot
- Warm
- Cold
- Closed
- Dead
Contact source
- Website contact form
- Trade show
- Phone inquiry
- Cold calling
- Direct mail
- Print ads
- Referral
Preferred contact
- Phone
Status
- Potential Client
- Current Client
- Occassional Client
- Previous Client