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Setup Contact Types

Setting up your Contact type tags allow you to sort your contact information in more detail.  It will enable more detailed filtering and the ability to view subsets of business contacts if needed

Step 1: Navigate to the Contact settings.

  1. Click on Admin
  2. Click on Settings
  3. Click on Contacts

Step 2: Create the new Contact Type

  1. Type in the new Contact Type and click on Add
  2. Select Save when finished

When you assign your new Contact Type to a Contact it will appear within that Contact.

Screenshot 2023-01-12 at 13.34.42