Admin – Dot Rules: Contact Types

Contact Types are used to classify contacts. By default, the contact types are prospectfriendfamily, and client.

The first contact type will be the default setting when your Sales Users add a contact.

The Contact Type Name must be 8 characters or less.

How to…
  • Delete or highlight the current type name
  • Type your desired type name
  • Be sure to click the Save button

By default, a new contact type is set to be the last in order.

  • Enter the type name in the top-most form field
  • Click Add
  • Be sure to click the Save button
  • Click the trash icon to the right of the contact type you want to delete
  • Be sure to click the Save button