contact groups & categories - unify crm€¦ · • new recruit • personal contact •...

CONTACT GROUPS& CATEGORIESUSER GUIDE

1This information is confidential and is provided for the exclusive use of Unify subscribers. Distribution without the written authorization of Cross Media, LLC is strictly prohibited. Copyright © Cross Media, LLC

OVERVIEWPlacing your contacts into groups and categories will improve your user experience when searching through your database to find contacts and include them in specific actions, like marketing or lead follow up.

In addition to managing Marketing Concierge campaigns, adding Contacts to Specific Groups will populate your call lists in the “RAINMAKER” Greatness Tracker. In addition, adding all of your Realtors to the Realtor Partner category will add them to the Company Category dropdown list and allow you to search for all your realtors.

All contacts must belong to one of the following Categories:

• Realtor Partner• Business Contact• New Recruit• Personal Contact• Previous Borrower• Builder

Groups offer additional search filtering and marketing options. Leads or Contacts can belong to as many Groups as you like, however, they can only belong to one Category.

Example: You may want to create a Group for a specific Real Estate Company where you have several Realtors that you work with. Searching your “Realtor Partners” Category displays “ALL” of the realtors that have been added to that Category. From that list, you can select the Realtors you wish to include in your new Real Estate Company Group. This makes it simple to add this Group to a marketing campaign or a call list.

IT IS IMPORTANT TO UNDERSTAND THE DIFFERENCE BETWEEN “CATEGORIES” AND “GROUPS”. ALL CONTACTS MUST BELONG TO A “CATEGORY”,

HOWEVER, ADDING THEM TO A “GROUP” IS OPTIONAL.


Uploading a New List - Select a Category for your list

When uploading a new list, consider your objectives. You will be required to select a “Category” for your new list of contacts. We recommend that you divide your list into appropriate categories, based on the “Company Category” list, prior to upload.

A. Click the “Contacts” tab

B. Click the “Upload Contact List” link

C. Select a Company Category

You may choose to add your list of contacts to a “Contact Group”. This gives you the added flexibility of narrowing your search to a specific “Group” of people.

A. Select the “Group” or create a new group and click Add.

B. Add your contact to the selected group by clicking

You may choose an existing “Group”, or create a new group. You may create as many groups as you like and a “contact” may belong to as many groups as you wish.

Uploading a New List - Contact Group


Click on the “Browse” button to search your computer for your list of contacts you wish to upload. The file needs to be in a .csv or .xls format. You do not need to map any fields.

Check the box agreeing to the Anti-Spam Policy and click the “UPLOAD LIST” button and the list will be sent to us.

Note: If your list was uploaded by our database department and did not include a separate “Categories” column, the default “Category” is “Personal Contact”. All lists are processed by our database department and may take up to one business day to appear in your account.

To add multiple existing Contacts to a Category:

A. Click on the “Contacts” tab

B. Then click the “Add/Edit Group” link

C. Select “Manage Company

Category Assignments”

Adding Existing Lead Sources/Contacts to a Category - Adding Multiple Contacts to a Category

Uploading a New List - Contact Group


Follow the steps to Search for your contact(s), select them by checking the boxes on the left side of each contact

and add them to a Category. Click “Save”.

a. Go to the Contacts tab and search for your Contact.b. Click on their Last Name to open their Contact Record.c. In the Additional Information section, use the dropdown menu to select a Category.

Adding Contacts to Categories and creating Groups will improve your experience with the tools provided in RAINMAKER as well as search filtering and marketing.

Adding Individual Lead Sources/Contacts to a Category

Adding Existing Lead Sources/Contacts to a Category - Searching your contacts


Contact Groups

Contact Groups add another layer of search functionality. Groups can be created at the user level and there is no limit to the number of Groups you can add. Contacts can then be added to as many Groups as you wish.

Adding, Editing or Deleting “Contact Groups” is simple in Unify.A. From the “Contacts” tab, click the “Add/Edit Group” link.B. Select the “Add/edit Contact Group Names” option.C. Follow the instructions to the right.

1 Adding existing contacts to a “Group”- Multiple Contacts to a Category

To add multiple contacts to a Group:A. From the “Contacts” tab, click the “

Add/Edit Group” link

B. Select the “Manage Contact Group Assignments”

C. Find your Contacts using the “Search” function

D. Select the Contacts you would like to add to the Group

1 Adding existing contacts to a “Group”- Multiple Contacts to a CategoryAdding existing contacts to a Group


Next, assign your contacts to an existing Group, or create a new Group. To create a new Contact Group:

A. Give your new group a name and click “ADD”. You may name it anything you wish.B. Highlight the Contact Group and click “<< Add” to move the Group into the member box.C. Click “Save”

Adding existing contacts to a “Group”

A Contact can belong to as many groups as you wish.


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You can now easily search for Contacts added to Categories and Groups:A. From the “Contacts” tab, use the dropdown menu’s to search. You can further filter your search using

multiple fields.

B. Click Refresh to start a new search, or select new search criteria.


contact groups & categories - unify crm€¦ · • new recruit • personal contact •...

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