3.14 Managing Contact Type (Lead, Client, Agent, Vendor)

Purpose:

Close Master includes a standard field called Contact Type which allows you to assign a single primary classification to each contact record. This helps differentiate the main roles within your database.

Default Options (May Vary):

Common default types include Lead, Client. You or your admin can customize these options.

How to Update Contact Type:

• Manually on Contact Record: Open the contact's record. Locate the Contact Type field (usually in the left panel). Select the appropriate type from the dropdown list. The change is saved automatically.
• Via Workflow Action: Use the Update Contact Field action within a Workflow. Select the Contact Type field and choose the desired value (e.g., automatically change Contact Type from Lead to Client when an Opportunity status is updated to Won).

Managing the Options:

• The available Contact Type options can be customized by an administrator. Go to Settings → Custom Fields → Find the standard Contact Type field → Click Edit. Here you can add, rename, or delete the available type options to better suit your agency's terminology (e.g., you might add types like Past Client, Agent, Vendor, Sphere).

Using Contact Type consistently provides a simple, high-level way to segment your database for reporting or basic filtering.