Contact Types

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Contact Types

Contact types allow you to categorize your contacts by their nature (client, prospect, partner, etc.).

Availability

Contact types are only available with Pro and Expert plans.

Default Types

LetsLigo offers some default types that you can modify or delete.

Create a Contact Type

  1. Go to Settings > CRM
  2. In the "Contact Types" section, click on "Add Type"
  3. Give your type a name (e.g., "Client", "Prospect", "Partner")
  4. Choose a color to identify it visually
  5. Save

Usage

You can associate multiple types with the same contact. This allows flexible organization of your contacts.

Advantages

  • Clear organization of your contacts
  • Easy filtering by type
  • Statistics by type
  • Better segmentation for your campaigns

Need help?

If you have questions or need assistance, don't hesitate to contact us.

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