Contact types give you an additional level of categorisation to easily group, filter, or identify the customers in a better way for communication and deal tracking.
- When adding a Contact to Salesmate, you will get a dropdown to select a contact type.
- Users with manage field rights can create a new contact type and edit existing contact types. All other users can easily use and assign contact types to records.
- You can also quickly change the contact type from the contact's detail page too. The field appears above the contact name.
View contact types in List view
- To view the contact types in the list view, you can click on the manage columns button and choose contact type currently selected fields and hit Save.
Further Reads:
- How to add new contact types inside Salesmate?
- How to edit or delete the existing contact type inside Salesmate?
Note: If you can't see the contact type field inside Salesmate, then please visit Setup >> Contact and check if the field appears inside the inactive field section.
Comments
0 comments
Article is closed for comments.