Additional Contact Types
complete
R
Rose Magro
Contact Type has now been made a custom field where you can add the other options.
K
Kevin Slaton
I agree in my business I keep track of several different contact types, leads, customers, vendors, partners are just a few. Being able to track them all in one CRM would be nice.
S
Sertan Djelal
How is this complete? How do we edit the avilable options?
J
Jacob Miller
Why was this marked as complete?
R
Rose Magro
Jacob Miller: Contact Type has now been made a custom field where you can add the other options.
Core Platform
complete
D
DrB Ingram
Core Platform: I do not see how this is complete as there is no way to add another contact type. Am I missing something here?
R
Rose Magro
DrB Ingram: Contact Type has now been made a custom field where you can add the other options.
D
DrB Ingram
Rose Magro: Thanks :-)
J
Jonathan Espinal
DrB Ingram: Go to settings, then custom field settings, then click on folders, click on the "contact" folder. Find the "contact type" field, click the three dots on the right and edit the field. Here you can add as many contact types/categories as you'd like.
J
Jacob Miller
Yes please add this. What about business partners?
K
Kelli Doorne-Millott
Here to ask the same thing. Definately need the ability to add more types
G
Gavin Basuel
Yeah it's kind of limiting, depending on the team/industry they might use this for internal tagging of contact types. Would like the option to go into custom fields and add a few ourselves
S
Shawn Moser
Would really love to have a lead type that is not yet a contact. My contact list is full of phone number only contacts, most spam calls, that I'm constantly having to clean out. Would be nice to bring in a call, chat, DM, etc. as a lead then have a button on the record that says "add contact" or "delete lead". Marketing360 has this feature and it would help to keep a cleaner contact list to market to.
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