What this does
Contact types categorise your contacts by their relationship stage. This helps you filter lists, target communications, and track conversion.
When to use it
Assign a type when creating a contact, and update it as the relationship progresses.
Available types
- Lead — someone who has shown initial interest but hasn't been qualified
- Prospect — a qualified lead who is a potential buyer
- Customer — someone who has purchased from you
- Partner — a business partner or referral source
- Vendor — a supplier you buy from
- Other — any contact that doesn't fit the above
Step by step
- Open a contact record
- Click the Type dropdown
- Select the appropriate type
- Click Save
Tips
- Update contact types as deals progress — a lead becomes a customer when a deal is won
- Filter your contacts list by type to focus on active prospects
- Use types in reports to measure your lead-to-customer conversion rate