How To Add Multiple Contacts To A Category

Categories within your CRM will allow you to segment and search the audience that you are marketing to, and therefore increase your engagement. Follow the steps below to mass-move your contacts into a created category within your Wise Agent CRM!

Last updated on 23 Feb, 2025

From the sidebar, select Contacts ➜ Contact List.
From your contact list, select the checkboxes next to the contacts you wish to categorize.
Once selected, a pop-up box will appear, and select the Category icon.

4. Once selected, locate and click on the Add to Category option.

5. Select your desired category and click Save.

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