What is the difference between Contact Categories and Contact Groups?

Created by Ezra Weinstein, Modified on Tue, 23 Aug 2022 at 05:30 PM by Ethan Harris

Contacts can be assigned a single type, but they can belong to different categories.

When setting up a contact a contact type can be assigned to that contact.

Typically contact types are used to group together contacts that belong to the same group. For example, a contact type could be "Prospect" or "Customer".

Contacts can also be assigned to one or more contact categories. Contact categories are another way to group contacts together.

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