Accessing Contact Type Settings
To modify contact types:
Click on the hamburger menu > company settings > contacts.
Contact types are the second item in the list.
Customizing Contact Types
To add a new contact type, click Add Type at the bottom of the contact type list. Enter the name for the contact type and hit Create.
Check the Require Lead Source box to make the lead source a mandatory field for creating new contacts. We recommend you only check this for the customer contact type.
Click the Star icon to choose the default contact type when you create a new contact. Again, we recommend you choose the customer contact type.
Support
If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.