The Priority field for contacts allows you to categorize clients by priority level, helping you manage and filter contacts based on their importance.
Adding Priorities
Open Settings from the main menu.
Select Contact Settings.
Click Edit in the Priority section.
Add your desired priority levels.
Assigning a Contact Priority Level
Open Contacts in Karbon.
Select the contact you want to update.
Locate the Priority field in the Details Section.
Choose a priority level.
Filtering Your Contact List by Priority
Use Segments to filter contacts based on their assigned priority level:
Open Contacts and click Segments.
Apply a filter based on the Priority field.
Save the filtered view for quick access to high-priority clients.
