How do I categorize contacts based on their type (e.g., lead, client)? - SquareDocs

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Table of Content

How do I categorize contacts based on their type (e.g., lead, client)?

To categorize contacts by type in Hhola, you can assign a contact type when adding or editing a contact's profile. Choose from predefined categories like lead, client, or partner, or create custom types that fit your business needs. Categorizing contacts helps streamline communication and organize them for future marketing or engagement efforts.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.

From first hello, Capturing leads, closing deals, and delivering services your entire journey lives in HHola.