This lesson will show you how to set up client categories and assign them to your clients. (See How to Create a New Client) Client categories are used for displaying a list of contacts within your account or used as a filter for email campaign.
Administration
Click on Administration.
Client Administration
Scroll down to Client Administration and click on the Client Category link
Creating a Client Category
1. Type in the text for your client category
2. Click on Add Category
Assigning a Client Category
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 already displayed
Choosing the Category
1. Click on the category drop-down menu and choose the desired category for this client
2. Click on Update
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