Categorization
My Book lets you categorize people in three key ways.
1. By type (lead, contact, professional contact)
2. How likely they are to work with you or refer you (ABCD grading system)
3. Whether they have given you consent to send them emails (CASL consent)
Sort by type
A contact is someone with whom you already have an established relationship, and can be anyone from a former colleague to a parent in your child's school. Basically, if you were to call them, they would know who you are and be open to hearing from you.
A lead is someone you don't know personally, but to whom you would like to market your services.
A professional contact can be another Realtor, a mover, real estate lawyer, stager – anyone you would refer or would refer you.