Setting up contact types

Setting up a contact type lets you organize and distinguish similar contacts for reporting and analysis purposes.

To set up contact types

Access Setup > Contact Types.
From the Actions menu, select Create.

Use the following guidelines to enter field values.

Procurement Group

Required. Select a procurement group to assign to the contact type.

Contact Type

Required. Type a name for the contact type.

The contact type is used to organize similar contacts for reporting and analysis purposes.

Description

Required. Type a description for the contact type.

Active

Select this checkbox to make the contact type active.
Click Save.