This lesson will show you how to set up client categories and assign them. Client categories are used for displaying a list of contacts within your account or used as a filter for an email campaign.
Click on Administration.
Click Client Settings
Click Client Categories
Assigning a Client
Go to the Clients page and:
1. Search for the client you wish to edit OR
2. Create a New Client OR
3. Click on a name of a client that's already displayed