Contact Types

Contact types let you classify the people in your system by their role or function. A contact can have multiple types, making it easy to identify who to speak to for different purposes.

Getting There

To manage contact types:

Settings > Contacts > Types

Note: You need the Edit settings permission to manage contact types.

Overview

Contact types are simple labels you create to classify contacts. Unlike account types which categorise organisations, contact types categorise individuals — for example, "Decision Maker", "Day-of Contact", "Accounts Payable", or "Technical Lead".

A contact can have multiple types assigned simultaneously, so one person can be both a "Decision Maker" and a "Day-of Contact" if they wear multiple hats.

Managing Contact Types

Viewing Types

Go to Settings > Contacts > Types to see all your configured contact types, listed alphabetically.

Creating a Type

Go to Settings > Contacts > Types
Click Create
Enter the type name
Click Save

The new type will immediately be available in the contact type dropdown on all contact forms.

Editing a Type

Go to Settings > Contacts > Types
Click the type you want to rename
Update the name
Click Save

All contacts with this type will automatically reflect the new name.

Deleting a Type

Go to Settings > Contacts > Types
Click the type you want to remove
Click Delete

Warning: Deleting a type removes it from all contacts that currently have it. The contacts themselves are not affected.

Using Contact Types

Assigning Types to Contacts

When creating or editing a contact, select one or more types from the Contact type multi-select dropdown. See Managing Contacts for full details on creating and editing contacts.

Viewing a Contact's Types

A contact's assigned types are displayed on their detail page in the contact information panel. They are shown as a comma-separated list.

During Import

When importing contacts from a CSV file, you can map a column to the contact type field. If a type name in your import file doesn't match an existing type, it will be created automatically.

Tips & Best Practices

Tip: Choose type names that describe the contact's role in your working relationship, not their job title (that has its own field). "Key Decision Maker" or "On-site Contact" are more useful as types than "Marketing Director".

Tip: Keep your type list focused. A handful of clear, meaningful types is more useful than dozens of overlapping ones.