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Assigning a user and company type to a contact

Updated over 5 months ago

A user and company type is a label you can assign to companies, members, leads, and contacts to classify how they use your spaces and services. For more information about adding a user and company type, see Adding a user and company type.

To assign a user and company type to a contact

  1. Select Contacts in the top menu.

  2. Locate the contact in the grid and click the contact's name. The Contact Essentials window appears.


    NOTE: If you have not added the contact yet, see Adding a contact.


  3. Click the Edit button.

  4. In the Contact Type field, enter the user and company type or click the Additional Options button to select one from the list.

  5. Click Save.

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