How to Utilize Contact Types on Web

Categorize your database by professional roles to tailor your marketing and outreach.

• Access Edit Mode: Open a contact’s profile and click the Edit Details button.

• Add Types: Scroll to the Contact Types section and click Add Types.

• Select Labels: Choose from labels like Seller, Buyer, Renter, Service, Investor, or Agent. You can select multiple types for one contact.

• Save: Click Done, then Save Changes. These labels will now appear as color-coded tags in your main contact list.