Creating Contact Types
Before you can import your contacts, you will first need to add all types that you plan on utilizing in your database.
Contact types are the additional labels that further list a contact's professional roles.
A contact can have as many contact types as necessary.
Contact types can be thought of as sub-categories or industry titles
Examples of appropriate Contact Types include:
Add a New Contact Type
To add a new Contact Type to your database, navigate to : Contacts--> Contact Type Manager.
You can view/search existing Contact Types by completing a search.
Click on "Create Contact Type" when you're ready to enter you new Contact type.
- Enter the name of your new contact type and click on create to verify your request.
Note: Contact type data has to be entered exactly the same as it appears on your excel. This includes spacing and capitalization. If not the information will be read as different entries.
Note: If you are using special characters such as !, @,#,$,%,^,&,*, <, > please read the following support center article on Using Special Characters.