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 you to manage all options for the sub-accounts “Contact Type“.
⚠️ 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.
🔗 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 👈