Contact Types

WebWorkstation

Contact types classify a contact with one or more labels, such as Lead, Customer, or Vendor. They are different from CRM tags: types describe the contact's role, while tags are flexible labels for grouping and filtering.

Open this page from Admin > ZynoCRM > Contact Types.

Standard and custom types

ZynoSuite provides standard contact types for common roles. Standard types keep their system-defined names. your organization can add custom types for classifications that are specific to its workflow.

To add a custom type:

1. Select Add Contact Type.
2. Enter a unique name.
3. Select Create.

Select a custom type to rename it or change its Active status. An archived type remains displayed on contacts that already have it, but it is unavailable for new assignments.

Assign types to a contact

1. Open the contact and select the contact name or edit icon in Contact Info.
2. Choose one or more values in Contact Types.
3. Select Save.

Assigned types appear in the contact header. Use the contact-type filter in Customers & Contacts when you need to find contacts with one classification.

Related

• Editing Contacts
• Contact List
• CRM Tags