How do I categorize my Contacts?

The best way to categorize your contacts is to use contact types

To Add Contact Types

1. Go to your Contacts Module → Settings on the top navigation
2. In settings, Click Contact Types on the left side bar
3. Click + next to Contact Types on the page (You can add as many contact types as your organization needs.)

To Delete a Contact Type

1. Click the action button (•••) next to the type you would like to delete
2. Click Delete and then Save your updates