Installation Company ERP / CRM


How To Manage Contact Types

To Do This:

  1. In your Main Menu, head to the Admin section and select ‘Manage Contact Types’.
  2. Select ‘+ Add New’ to create a new contact type. Please note Customer, Lead, Prospect and Supplier and compulsory contact types.
  3. Enter the Contact name and select ‘Update’.
  4. To edit a contact type, simply select the edit button beside it. Select Update to save any changes.
  5. Alternatively to delete it, select the red delete button beside it and Yes to confirm.
  6. Any Contact Types added will appear in the Contact Type box when adding a new contact.

Thank you for watching our how-to video on How To Manage Contact Types, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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