Contact Type

Parent item: Contacts (Contacts%201912fd130b2d8023b1b8e134870f13f8.md)

Assigning Contact Type

Contact can have only one Type at a time

  • When creating a new contact, Contact type is a mandatory field with a dropdown to choose from the existing types.

  • For an existing contact, the Contact Type can be updated on the contact details page

  • Contact type can be assigned from the "Update Contact" action in Workflows.

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Adding, renaming, or deleting Contact Types

Navigate to Settings > Custom Fields and search for "Contact Type" and click "Edit"

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Filtering based on Contact Type

Use the "Type" filter in Smartlist filter to effectively create and save different filter views for different contact types.

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