Customizable Contact Type

Customizable Contact Type

Software Updates

December 19, 2023 ● 2 min read

Customizable Contact Type
We’re excited to introduce a powerful new feature in our CRM system that will streamline your contact management and enhance the way you organize your valuable business connections. Contact Types are here to simplify and improve your CRM experience.
Customizable Contact Type: Contact Types provide a categorization system for your contacts, making it simpler to organize and manage them effectively. You can customize these types to align with your unique business requirements.👇🏻

⭐️ Why Does It Matter To Your Business?

  • Efficient Organization: Easily categorize and group your contacts for streamlined management.

  • Customization: Tailor Contact Types to match your specific business needs.

  • Simplified Segmentation: Quickly filter and access contacts based on their assigned Contact Type.

⭐️ How to Use Customizable Contact Type:

  1. Access Smartlist: Navigate to Contacts and click on Smartlist.

  2. Assigning Contact Type:

  3. When creating a new contact, the Contact Type is a mandatory field with a dropdown menu containing existing types.

  4. For existing contacts, you can update the Contact Type on the contact details page.

  5. Adding, Renaming, or Deleting Contact Types:

  • Navigate to Settings > Custom Fields.

  • Search for “Contact Type” and click “Edit.” Here, you can add, rename, or delete Contact Types as needed.

  1. Filtering Based on Contact Type:

  • Use the “Type” filter in the Smartlist filter.

  • Create and save different filter views for various contact types, allowing you to segment and manage contacts efficiently.

With Contact Types, you’ll have an effective solution for organizing your contacts, enhancing efficiency, and customizing your CRM experience. Try it out today and experience the benefits firsthand!

If you have any questions or need assistance in implementing Contact Types, please don’t hesitate to reach out to our support team.

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