Overview

"Contact Type is a customizable dropdown field used to define the role or status of a contact in your system." It's mandatory when creating contacts and allows only one type per contact.

Key Benefits

• Simplify contact segmentation and filtering
• Automate marketing flows based on contact status
• Enable targeted Smart Lists for campaigns
• Customize to fit business models
• Work seamlessly with tags and categories

Setup Steps

1. Go to Settings > Custom Fields
2. Locate the Contact Type field
3. Check the box and click Bulk Actions > Edit
4. Add, rename, or delete options like "Lead," "Client," "Cold Prospect"

Assigning Contact Types

Manually:

• Navigate to Contacts tab
• Click desired contact
• Select type from dropdown

Via Workflow:

• Add "Update Contact Field" action