Create and edit Contact Types

AllPlans.png

The 'Contact Type' field lets you know how a person or company relates to your business. By default, you can specify whether they're a potential or current customer, but we let you add custom contact types, too. Categorizing your people and companies will help keep your contact list organized and allow you to prioritize your follow-ups accordingly. 

In this module, we'll tackle the following:

Understand contact types

Define your workflow

Change the contact type for a person or company

Create or edit contact types

Understand contact types

The contact type on a person or company record lets you know where you stand with this contact. By default, you can make someone a 'Current Customer,' 'Potential Customer,' or 'Other.' But admins can create additional custom contact types to make your workflow more tailored to your business.

When you move an opportunity to 'Won,' you'll be asked if you want to check a box to change the associated person and company records into the 'Contact Type' of your choosing. Checking this box on the pop-up window will result in the 'Contact Type' field being set to 'Current Customer' in this example:

Screen_Shot_2019-08-15_at_2.44.03_PM.png

Define your workflow

Your contact types can be like stages in a pipeline: They represent the various stages your relationship with a contact might go through. If you want to go beyond potential to current customer, map out these stages, then turn them into custom contact types.

You can reorder your contact types and can delete your custom contact types but not the system contact types ('Potential Customer' and 'Current Customer.') 'Potential Customer' will always be the default contact type.

Change the contact type for a person or company

You can select a contact type when you create a person or company, or as an edit to an existing record. Let's look at steps for the latter:

  1. Sign into your Copper account, and click 'People' or 'Companies' from the menu.
  2. Click the name of the person or company you'd like to edit.
  3. Click the 'Contact Type' drop-down menu for the person or company record:
    _8c40157473d0f2c7ca0f8199412e454a__Image_2019-08-15_at_2.38.30_PM.png
  4. Make a selection between 'Potential Customer,' 'Current Customer,' or 'Other.' If you'd prefer to customize your contact types, you can scroll beneath the contact type options and click 'Customize Contact Types'. We'll go into this more in the next section.

Create or edit contact types

  1. Sign into your Copper account, and click the 'Settings' link in the left-hand menu.
  2. Click 'Contact Types' from the 'Customize Copper' menu.
  3. To create a new contact type, click 'Create Contact Type' in the upper right corner. 
  4. Enter the contact type name, and click 'OK'.
  5. To edit the default contact types, click the pencil icon to the right of the contact type name. 
    Rename_Reorder_Contact-Types.gif
  6. If you wish to delete contact types, click the trash can icon. Please note, all contact types can be deleted except for 'Potential Customer' and 'Current Customer'.
  7. To re-order contact types, click and hold the 2 lines to the left of the contact type name, and drag to the desired order.

Still have questions?

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.

Was this article helpful? 1 out of 2 found this helpful