How to Add New Contact/ Company Types inside Salesmate? Follow

A "Contact Type" is a classification or categorization that helps organize and manage different kinds of contacts within the database.

To add a New Contact Type:

• Navigate to the Profile Icon on the top right corner
• Click on the Set Up
• Head Over to the Modules Category
• Select the Module (Contact, Company)

• Go to the All Detail Form Fields section
• Search for Type field and hover over it, Action button will appear
• Click on the Edit Field option

• A pop up will open to Add New Value, simple add the new Type here and hit on Save.