CRM Contacts: Enhanced "Contact Type" Features 📇

We're excited to unveil three major enhancements to the "Contact Type" standard field in your CRM contacts. These updates bring new levels of customization and efficiency to your contact management.

🔑

What's New?

• Add New Contact Types

• Rename or Delete Contact Types

• Workflow Integration: Update the contact type field for a contact directly through workflows for streamlined processes.

🛠️ How to Manage Contact Types?

• Navigate to the "Custom Fields" tab in the Sub-account settings.

• Go to Folders and click Edit on the field name

• A modal will open up allowing to manage all options for the sub-accounts' "Contact Type".

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Important Notes:

• No Duplicates:

  Duplicate Contact Types are not allowed to maintain clarity.

• Universal Renaming:

  Renaming a contact type updates the name across all contacts and smartlist filters in the UI.

🔄

Contact Type in Workflows:

• All Contact Type options created for a sub-account are visible in the dropdown of the "Update Contact" Action in workflows.

• If/Else Conditions in workflows also support the custom contact types created for the sub-account.

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Migrating Existing Custom Fields:

For example, if you have a custom field "CF" with options like Buyer, Seller, and Contractors:

1. Create a Workflow:

   Initiate the process to update contacts.

2. Action Selection:

   Choose "Update Contact" as your action.

3. Field Specification:

   In Fields, select "Contact Type."

4. Option Selection:

   Pick the relevant option from the dropdown menu.

5. Add contacts to this workflow by filtering through smartlists based on the custom field "CF."

📚 Explore more about Contact Type here 👈