Contact types

With contact types, you divide your contacts into groups, for example customers, prospects, suppliers and partners. Each contact has exactly one contact type. It's a required field, also when importing.

Adding a contact type

1. Go to ☰ > Administration > Contact type.
2. Click + on the right.
3. Enter a name at the bottom and choose a color.
4. Click Save.

You can create as many contact types as you want.

What do you use contact types for?

• Filtering: show only your prospects, for example. Read how: Filtering contacts
• Controlling access: decide which colleagues may see which contact types, via ☰ > Administration > User settings > Contact types. Read more: Managing users and rights
• Syncing: choose which contact types go to your phone, via ☰ > Administration > User settings > Synchronization.

Changing the contact type of many contacts at once

Filter the contacts and use the bulk actions to edit them in one go. Read how: Bulk actions: editing many contacts at once

This is also how you merge two contact types: filter on the type you want to remove and change all those contacts to the other type in one go.

• Want to keep the distinction? Give the contacts a tag before you change the type, for example Prospect, with the bulk action for tags. Then you can still find them later.
• Check access: in ☰ > Administration > User settings > Contact types, check that everyone who sees these contacts now also has access to the new type. Otherwise the contacts disappear from view for those colleagues.

Tip: create a separate contact type for your most important prospects, for example 'Hot prospect'. Then you have them all together with one filter.