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Palm OS: 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...

• While editing a contact’s information tap in the upper right corner and select the category

   from the list you wish to assign, then tap “Done”

• To create or edit categories, select "Edit Categories..." in the category list