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

Step 1: Open the Contact for Editing

1. Go to All Contacts and open the contact you want to update.

2. Click Edit on the contact record.

Step 2: Open the Form Customization Panel

4. In the Update Contact screen, scroll down.

5. Click Customize Form.

Step 3: Add the Contact Type Field

6. On the Customize Form page, click Add Field. 

7. Under Ready to use fields, select Contact Type.

8. Click Add.

Step 4: Customize Contact Type Options

9. Click Contact Type from the fields list.

10. Add, edit, or remove contact type options such as Customer, Lead, Employee, or Former Customer.

How to Assign a Contact Type

• In the Update Contact screen, locate the Contact Type field.

• Click the dropdown and choose the appropriate contact type.

• Click Save to apply the 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.