Contact types explained

Every contact has a Type that describes your relationship with them. It helps you segment your CRM and filter your list. You can set or change a contact's type from the Quick Actions card on its detail page.

The four types

• Lead — a prospect you're working to win. Most new contacts start here.
• Customer — someone who has bought from you.
• Reseller — a partner who resells your product to their own customers.
• Partner — another kind of business relationship (integration, referral, alliance, etc.).

Using types

• Filter your Contacts list by type to focus on just leads or just customers. See Searching and filtering contacts.
• Segment your outreach — for example, treat reseller and partner relationships differently from direct leads.

Tip: Update a contact's type as the relationship evolves — for example, from Lead to Customer once they close.