Categorizing your people and companies will help you keep your contact list organized and allow you to prioritize your follow-ups accordingly. Admins can customize the 'Contact Type' field on your person or company records to tailor this categorization to your workflow.
In this module, we'll tackle the following:
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 make the associated person and company records a 'Current Customer.' Checking these boxes on the pop-up window will result in each 'Contact Type' field being set to 'Current Customer':
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. Just keep in mind the system is hard-coded to automate converting a person or company to a 'Current Customer' when an associated opportunity is won. That may be a menu selection you want to keep in even a custom workflow.
You might also think about associating automated actions to your contact types. For example, if you set someone as a 'potential customer,' an automated action could prompt you to create an associated opportunity for that contact.
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:
- Sign into your ProsperWorks account, and click 'People' or 'Companies' from the lefthand menu.
- Click the name of the person or company you'd like to edit.
- Click the 'Contact Type' drop-down menu in the left-hand column of the person or company record:
- Make a selection between 'Potential Customer,' 'Current Customer,' or 'Other.' If you'd prefer to customize your contact types, clicking the fourth option in blue will take you to the Settings > Contact Types page we'll detail in the next section of this article, where you can add new contact types that are more tailored to your workflow.
- Sign into your ProsperWorks account, and click the 'Settings' link in the left-hand menu.
- Click 'Contact Types' from the 'Customize ProsperWorks' menu.
- Click the blue 'New Contact Type' button in the upper right of the page.
- Give your contact type a name, and click 'Save.'