Accessing Contact Types
Click the hamburger menu in the top left corner of your screen.
Scroll down and select Company Settings.
Navigate to the Contacts tab.
Scroll about halfway down the page to find the Contact Types section.
Understanding Default Contact Types
In Proline, a Contact Type is a label used to help organize and differentiate the various people or businesses you interact with on a project. These types give your contacts structure and make it easier to filter, sort, and manage them across your account. ProLine comes preloaded with seven default contact types.
You’ll notice that Customer is:
Set as the default contact type
Required to have a lead source
This is intentional and highly recommended, as lead source plays a crucial role in key reporting dashboards, such as:
Marketing reports
Sales performance dashboards
Customizing Contact Types
ProLine comes preloaded with seven default contact types, but you can customize contact types to fit your organization’s needs:
Remove any default types that don’t apply to your business
(ex: if you don’t work with real estate agents)
Add new contact types that are relevant to your workflows
(ex: HOA Managers, Insurance Reps, Property Managers)
To add a new type, click the “Add Type” button.
A pop up will open for you to name that contact type.
Then click “Create”
Please note that there is no limit to the amount of types you have within your account. These settings allow you to simplify the dropdown menus and align your contact structure with how your team actually works.
Functions: To the right of each contact type there will be options to:
Require Lead Source: This will make it a requirement to choose a lead source when assigning the contact type to the contact.
Make Default: By selecting the star icon for that contact type, it will automatically assign this contact type to all new contacts being added into your account.
Delete: This will bring a pop up for you to reassign contacts that have this type to a new type, then you will be able to delete that type.