How to classify your contacts in the OMS
With the latest OMS update we’ve included the lead source column in your contacts view. Let’s quickly recap on how you can classify your contacts in the OMS. On your contacts view you can filter contacts by category (on the left in the screenshot below). If you edit a contact, you can link them to multiple categories, which makes it really flexible to group contacts the way you want. You can also switch between personal and office contacts. Office contacts are shared with the office and everyone can see them. You can choose if you want to share a contact with the office or keep them private. You can setup any category structure on your own personal profile, e.g. hot leads, cold leads, approved suppliers – this is up to you. Here we’ve setup a structure for bond application statuses: Opening a contact you will see which categories this contact is linked to. Below we can see Hot Leads and My Buyers . You can click on the categories tab to change this. It also shows any