Use Contact Types to Classify Contacts

Contact Type is a single-select field capturing a contact's primary status — Lead, Customer, Prospect, Supplier, Partner. Unlike tags, a contact can only have one Contact Type at a time.

Contact Type vs. tags

Tags describe characteristics; Contact Type describes what the contact fundamentally is right now.

Setting up your Contact Type values

1. Go to Contacts > Custom Fields.
2. Find Contact Type, click Edit.
3. Add, rename, or remove dropdown values.
4. Save.

Assigning a Contact Type

Manually: open the contact, select from the dropdown. Automatically: use Update Contact Field in a workflow.

Using it to segment

Filter by Contact Type in Smart Lists for dynamic segments that update as contacts move through their lifecycle.