How do I view Contacts By Type?

Updated on October 15, 2016 02:27AM by Admin

The contact type is different from contact categories. These types define the relationship between customer and contacts. Typically you would divide your Contacts by categories like therapists, consultant etc. but contact type is the relationship of the contact and customer such as the billing or shipping etc.

Steps to Find Contacts Based on Type

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Select "Lists" drop down. Click on "By Type" from left navigation panel.
    by type
  3. Choose a type to view contacts in that type.For instance: Decision Maker
    bulk action by type
  4. You can perform bulk actions such as modifying contact details, send email, add to target list, export and delete.

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