How to Customize and Assign a Contact Type

Organizing contacts based on their roles or relationships makes managing communication and tracking interactions easier. BIGContacts allows you to create custom contact types and assign them to contacts, ensuring better organization and efficient follow-ups.

Why Customizing Contact Types Matters

• Find Contacts Faster – Label contacts as clients, vendors, or leads so your team can quickly pull up relevant records without searching through unrelated entries.

• Send the Right Message to the Right People – Categorizing contacts ensures that leads get nurturing emails, clients receive updates, and vendors get relevant communication without mix-ups.

• Simplify Team Collaboration – Sales, marketing, and support teams can filter and access only relevant contacts to their tasks, reducing confusion and improving efficiency.

Use Case: Managing Different Types of Contacts

A sales team is handling both prospects and existing customers. Without categorization, it’s difficult to prioritize follow-ups or send targeted communications. By assigning contact types like “Lead” or “Customer,” they can filter lists for outreach, ensuring prospects receive nurturing emails while customers get relevant updates or support.

How to Customize Contact Types

1. Click Admin from the main menu.

2. Under Manage My Account, select Customize Account.

3. Scroll down and click Custom Fields.

4. Use the existing contact types or delete them to add your own.
5. Click Add Contact Type, enter the name, and click Create.
 

How to Assign a Contact Type

1. Click Contacts from the main menu.

2. Open the contact record, click More, and select Edit Contact.
 

3. Scroll down to the Contact Type dropdown.
 

4. Select the appropriate contact type.
5. Scroll up and click Update to save changes.

Once assigned, you can filter, sort, and search contacts by type, which can improve communication and relationship management.

For any questions or issues, contact our support team for assistance.