Contact categories
Classify organizations and people by role in the AEC ecosystem.
Overview
Categories describe who they are in the built environment—owner, developer, architect, GC, consultant—using labels that match how AEC firms win work. They power filters, reporting, and ICP presets.
Built-in vs custom
| Type | Examples |
|---|---|
| Built-in | Architect, developer, MEP engineer, contractor, owner's rep, lender, AHJ |
| Custom | Workspace-specific labels your team defines (stored as UUIDs) |
Built-ins mirror how AEC firms describe collaborators. Use No category only until you know the role.
Common categories (sample)
| Category | Use for |
|---|---|
| Client | Existing clients and retained relationships |
| Developer | Sponsors and owners driving projects |
| Architect | Design firms (peers or collaborators) |
| Contractor | GCs and builders |
| Consultant | Specialty advisors when no finer label fits |
The full list appears in the category picker when editing a record.
Steps
Open a person or organization in Contacts.
Set Category from the detail panel. Prefer organization-level category when the whole firm is one type.
Filter the table by category before market-planning sessions.
Align categories with accounts when a firm becomes a named pursuit—not every architect in your graph needs an account.
Legacy Prospect exists for older imports. New net-new targets are often categorized by firm type (developer, owner) plus pursuit notes.