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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. Screen Shot 2024-03-01 at 11.13.07 AM.png
  • When adding a Contact to Salesmate, you will get a dropdown to select a contact type.
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  • 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.
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  • **View contact types in List view **To view the contact types in the list view, you can click on the view settings button and choose contact type currently selected fields and hit Save.
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Note: If you can’t see the contact type field inside Salesmate, then please visit Setup >> Modules >> Contact and check if the field appears inside the unused field section.