Contact Categories

Organize your contacts using circles and priorities.

Circle Categories

The Circle field helps you categorize contacts based on your relationship with them:

Circle	Color	Use For
Family	🟢 Green	Relatives, close family members
Friends	🔵 Blue	Personal friends, social connections
Work	🟡 Yellow	Colleagues, professional contacts
Sport	🔴 Red	Gym buddies, sports team members
Neighbors	⚪ Gray	People from your neighborhood
Other	⚪ Gray	Anyone who doesn't fit above categories

Why Use Circles?

Circles help you:

• Filter your list - View only friends, or only work contacts
• Prioritize follow-ups - Focus on specific groups
• Track progress - See how you're doing with each circle

Priority System

Use Priority (1-10) to rank how important a contact is:

Priority	Meaning
1-3	High priority - Follow up first
4-6	Medium priority - Regular follow-ups
7-10	Lower priority - Eventually contact

Tips for Setting Priorities

• High priority: People who showed strong interest
• Medium priority: Warm contacts, need nurturing
• Low priority: Cold contacts, long-term prospects

Presentation Status

The Presentation toggle indicates whether the contact has seen your presentation:

• ✅ Yes - They've seen the presentation
• ❌ No - Not yet presented to

This helps you track who still needs to be shown the opportunity.

Filtering by Category

Using Filters

1. On the contact list, look for the Filter button
2. Select the criteria:
   • Circle (Family, Friends, etc.)
   • Priority range
   • Presentation status
3. The list updates to show only matching contacts

Quick Circle Filter

Click on any Circle badge in the table to quickly filter by that category.

Best Practices

Organizing Your Contacts

1. Assign circles immediately - Categorize when adding contacts
2. Review priorities weekly - Adjust based on responses
3. Use consistent rules - Decide your priority criteria upfront
4. Update presentation status - Mark after each presentation

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Next: Tracking Outreach