AnsweredAssumed Answered

I am new to Sugar and would like to be able to categorize contacts

Question asked by socaldon on Apr 27, 2015
Latest reply on Apr 27, 2015 by socaldon

I have Version 7.2.1 Sugar Version 6.5.20 (Build 1001) and I am a little confused. This is the first CRM I have installed so I only have very basic knowledge.

We have imported 600 odd contacts and I would now like to categorise them into a few different groups, for instance GP’s, Psychologists, Psychiatrists, Counsellors, etc.

I just can't see a way of achieving this. Is there a real simple method?

Thanks very much for your help and advice.

Dave

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