Track Team Members

Contact categories were designed to help organize and easily sort all the different types of contacts you manage for your business. Whether customers, host leads, or prospective team members, each type of contact in your business rolodex requires a different level of communication and relationship.

Recruiting/Team-Related Contact Categories

  • Recruit Prospect: A contact you think may be a good recruit, but you have not discussed the possibility with them yet. Also, a contact with whom you have discussed and/or are currently discussing joining your team.
  • Team Member: Anyone in your downline.
  • Sponsor: Anyone in your upline.

How to add a category to a contact

  1. Navigate to the Contacts tab (second from the left with person icon).
  2. Search or browse for the contact you wish to categorize.
  3. Select the given contact.
  4. Tap the the + Add a Category button below the contact’s name.
  5. You will be navigated to the Edit Categories screen for the given contact.
  6. On this screen you can select one option from each category group: a) Customer-related categories b) Recruiting-related categories and c) Host-related categories. Any selection is then saved to your contact. At this point you can navigate anywhere else in the app and the selection will be saved.
  7. Tapping the < icon in the upper left hand corner of the screen will navigate you back to the main Contact page. You will now see the selected categories below the contact name.

How to remove a contact category

  1. Navigate to the Contacts tab (second from the left with person icon).
  2. Search or browse for the contact you wish to categorize.
  3. Select the given contact.
  4. Tap any of the categories already assigned to the contact.  
  5. You will be taken to the Edit Categories screen for the given contact.
  6. On this screen you can deselect any category. Deselecting any category automatically updates the categories associated with the contact. At this point you can navigate anywhere else in the app and the update will be saved.
  7. Tapping the < icon in the upper left hand corner of the screen will navigate you back to the main Contact page. You will see any remaining categories below the contact name.

Now that you've categorized your contacts, you can filter them easily! Learn more about how to filter your contacts here.

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