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How do I create contact type while creating a contact?
Updated on August 28, 2017 04:54AM by Admin
The contact type tells you the type of contact point a contact is. That is whether the contact is a decision maker, e-commerce users, back office and so on. Lets quickly go through the steps create a contact type that is not in your list.
Steps to create contact type
Steps to create contact type
- Log in and access Contact App from your universal navigation menu bar.
- Click on “Create” button from left navigation panel.
- You can view “Contact Type” field in “Contact Details” as shown in the image below:
- Click on “Conatct Type” field to view “Add New” option from drop down.
- Enter “Name” and “Description” to create new contact type.
- Click on “Create” button to create.
- You can view the created contact type as shown in the image below:
- You can also view the created contact type through Contact App-> Settings-> Contact Types
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