Contact Type

April 6, 2022

Contact Types are used to segment various Contacts into logical groups for managing, reporting and sales. Additionally, you are able to create a unique Sales Cycle for each Contact Type.

The System defaults to 5 Contact Types named as follows: Clients, Employees, Partners, Vendors and Other.

Many Account Owners elect to rename the Contact Types within their account to better suite their specific business needs. This process can be completed via the Settings Menu at the Contact Type tab.

Renaming Contact Types: