Contact Classifications

Modified on: Tue, 13 Jan, 2026 at 4:05 PM

Question

What are the definitions for ABCs and 123s?
What does A1, A2, A3, B1, B2, B3 or C1, C2, C3 mean?
How can I view all of my A, B, or C contacts?

Contact Classifications

Contacts are automatically classified in the CRM system according to the guidelines below. You can leverage Priority Views in CRM to prioritize these contacts or utilize custom reports or custom views for customized data.

A Contacts

A1 = A contact who has referred and been professionally associated to a job (Agent, Adjuster, Property Manager, etc) at least once in the last 90 days.
A2 = A contact who has referred you at least one job in the last 90 days and been professionally associated to a job (Agent, Adjuster, Property Manager, etc) at least once in the past, but not in the last 90 days.
A3 = A contact who has referred you at least one job in the last 90 days and has never been professionally associated to a job (Agent, Adjuster, Property Manager, etc) your company has been on.

B Contacts

B1 = A contact who has referred you at least one job, but not in the last 90 days, and has been professionally associated to a job (Agent, Adjuster, Property Manager, etc) at least once in the last 90 days.
B2 = A contact who has referred and been professionally associated to a job (Agent, Adjuster, Property Manager, etc) at least once in the past, but not in the last 90 days.
B3 = A contact who has referred you at least one job, but not in the last 90 days, and has never been professionally associated to a job (Agent, Adjuster, Property Manager, etc) your company has been on.

C Contacts

C1 = A contact who has never referred to you but has been professionally associated to a job (Agent, Adjuster, Property Manager, etc) at least once in the last 90 days.
C2 = A contact who has never referred but has been professionally associated to a job (Agent, Adjuster, Property Manager, etc) at least once in the past, though not in the last 90 days.
C3 = A contact who has never referred to you and has never been professionally associated to a job.

Questions? Contact Us

This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our weekly Q&A sessions hosted by our CRM experts.