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Categories

Categories are tags you can attach to your leads to organize and filter them — for example, by industry, communication style, or how you found them. A lead can belong to multiple categories at once.

What categories are for​

Categories are useful anywhere you need to work with a subset of your leads rather than all of them:

  • Targeting a campaign — enroll only leads tagged "Enterprise" instead of your whole list.
  • Segmenting outreach style — tag leads as "Professional" or "Casual" based on how they prefer to be addressed, so you know which tone fits before you write to them.
  • Tracking source or status — tag leads by where they came from (e.g. "Conference 2026") or where they are in your process.

Creating a category doesn't assign anyone to it automatically — you choose which leads belong to each category after it exists.

Creating a category​

Click Create Category in the top right, then give it a name and, optionally, a short description explaining what it means or when to use it. The description shows up next to the category name in the list — handy once you have more than a couple of categories and need a reminder of what each one is for.

The categories list​

Each category row shows:

  • Name and description — description appears greyed out next to the name, if you added one.
  • Lead count — a pill showing how many leads currently carry this category (e.g. "2 leads").
  • Action buttons, from left to right:
    • Add (+) — assign leads to this category.
    • View (eye icon) — see the full list of leads currently tagged with this category.
    • Edit (pencil icon) — rename the category or update its description.
    • Delete (trash icon) — remove the category entirely. This unassigns it from every lead that had it — it doesn't delete the leads themselves, only the tag.

You can also search categories by name, and sort the list Alphabetically, by Leads (count), or by Created date.

A note on deleting​

Deleting a category is permanent — there's no way to undo it or recover which leads had it once it's gone. If a category has leads assigned, double check the count before deleting, especially if it's being used to target an active campaign.