Categorise your customers

Become a customer service maven:

One of the least-known functions in Outlook is Categories – a keyword or phrase that you can assign to a contact (or email, appointment, task). Better yet, you can assign multiple categories to each item.

Categories are utterly brilliant for customer service Why? Because you can then finely target specific customers. By creating industry, occupation, interest, purchase, service categories, for example, all you need to do is sort by category.

How do I create a category?
Open any Outlook contact. In the bottom centre you’ll see the rectangular Categories box. Click to open. Ignore the pre-programmed Microsoft ones. Click the Master Category List button, then type in your own. To view your contacts grouped by categories, go to View, Current View, then Categories.

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