Exploring Additional Contact Types in CRM: Enhancing Your Customer Relationship Management


Are you tired of dealing with the same old contact types in your Customer Relationship Management (CRM) system? Well, fret no more! The latest update to our CRM software has introduced a revolutionary feature called New Contacts, which allows you to fully modify contact types and take your CRM game to the next level. In this article, we will explore how this new feature can enhance your customer relationship management experience.

Customizing Contact Types

With the New Contacts feature, you now have the power to add, remove, and customize each contact type according to your business needs. No longer are you restricted to a predefined set of contact categories. You can tailor your CRM system to precisely match your unique requirements.

To get started, head over to the custom field settings within your CRM dashboard. Here, you will find an option to manage contact types. Click on it, and you’ll be presented with a list of existing contact types. From here, you can add new types, remove unnecessary ones, and modify the attributes of each contact category.

Updating Contact Field Type

In addition to customizing contact types manually, you can also update the contact field type through workflows. This means that when certain conditions are met, the contact field type can be automatically changed. Imagine the convenience of automating the process of categorizing your contacts based on specific criteria. It not only saves time but also ensures accuracy in your data management.

Unlock the Full Potential of Your CRM

By utilizing the New Contacts feature in your CRM, you are unlocking a world of possibilities for improved customer relationship management. Here are some benefits you can enjoy:

  • Efficient segmentation: Tailor your contact types to precisely identify and categorize different groups of customers. This allows for better targeting and personalization in your marketing efforts.
  • Streamlined communication: With custom contact types, you can easily filter and organize your contact list to ensure that the right messages reach the right people.
  • Enhanced reporting: Analyzing data becomes more meaningful when you can segment your contacts according to specific criteria. Gain insights into customer behavior, preferences, and purchasing patterns.
  • Scalability and flexibility: As your business grows and evolves, so do your contact needs. With New Contacts, you have the flexibility to adapt and modify contact types accordingly.

So, what are you waiting for? Dive into the New Contacts feature in your CRM today and start enhancing your customer relationship management. The power to fully customize, automate, and optimize contact types is now in your hands. Don’t miss out on this game-changing opportunity!