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Pocket PC: Categorizing Customer Data

In another Tips and Tricks we covered using the PDA to capture leads and customer information. In this edition we cover how to use categories to organize and manage your leads more effectively. You can create and edit categories for tracking your leads through the sales cycle. Here's how...

1. •While editing a contact's information tap the categories field and select the categories from the list you wish to assign (you can select more than one), then tap "OK" in the upper right corner
   

2. •To create or edit categories, tap the "Add/Delete" tab near the bottom of the screen