# How to categorize contacts?

**URL:** <https://community.hubspot.com/t/how-to-categorize-contacts/50699>\
**Category:** CRM\
**Tags:** contacts\
**Created:** [February 1, 2022, 5:41pm UTC](https://community.hubspot.com/t/how-to-categorize-contacts/50699 "2022-02-01T17:41:10Z")\
**Posts on this page:** 3\
**Page:** 1

<div class="post-metadata">

**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [February 1, 2022, 5:41pm UTC](https://community.hubspot.com/t/how-to-categorize-contacts/50699/1 "2022-02-01T17:41:10Z")

</div>

Hi,

i am new to Hubspot. I want to add new contacts and categorize them in categories like “investor” “advisor” “agency” and so on.

Would anybody be so nice and tell me how to do it? I want to be able to see all “investor” contacts with one click.

Thank you so much,

Phil

---

<div class="post-metadata">

**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [February 1, 2022, 5:56pm UTC](https://community.hubspot.com/t/how-to-categorize-contacts/50699/2 "2022-02-01T17:56:59Z")

</div>

Hi [@](https://community.hubspot.com/t5/user/viewprofilepage/user-id/322665),

Contacts are categorized in HubSpot with contact properties. You can think of these properties as tags. Properties can have [different types](https://knowledge.hubspot.com/account/property-field-types-in-hubspot) and they can be used in lists for filtering. In your case, we’ll use a property to “mark” a contact as a certain contact type. You can then build lists accordingly.

One option would be the existing _Persona_ property. Here is an instruction for how to set this property up: [Create and edit personas](https://knowledge.hubspot.com/contacts/create-and-edit-personas). If you set up this property with values “Investor”, “Advisor” etc., you can then assign this persona to your contacts. There are different ways to do this, either by [manually updating each contact](https://knowledge.hubspot.com/crm-setup/update-a-property-value-for-a-record), or [updating contacts in bulk](https://knowledge.hubspot.com/crm-setup/how-can-i-bulk-edit-contacts-companies-deals-or-tasks). (For example, if you have an Excel file of investors, an import would be the best option. If you have a small number, manual editing is probably the way to go.) In case of the _Persona_, HubSpot should automatically create lists in the background for each persona. You can find these under _Menu_ \> _Contacts_ \> _Lists_.

Alternatively, if you don’t think the _Persona_ property is suitable, you can also [create your own custom property](https://knowledge.hubspot.com/crm-setup/manage-your-properties#create-custom-properties), e.g. _Contact type_. This would probably be a dropdown select property. The same steps from above apply then: update your contacts (one by one or in bulk), then [create a list](https://knowledge.hubspot.com/lists/create-active-or-static-lists) for investors by filtering for “Persona is equal to any of Investor”, and repeat for the other types.

Let me know if you have any follow-up questions!

---

<div class="post-metadata">

**Author:** ![blaloggia](https://avatars.discourse-cdn.com/v4/letter/b/b487fb/32.png) [@blaloggia](https://community.hubspot.com/u/blaloggia)\
**Post date:** [June 12, 2022, 8:34pm UTC](https://community.hubspot.com/t/how-to-categorize-contacts/50699/3 "2022-06-12T20:34:27Z")

</div>

Karsten, I think the user is also interested in if you can have different properties in the side bar based on contact type (which is also my question).