Manage Contact Types

The Contact Types section allows you to manually manage which Contact Types an individual is tagged with. Simply check or uncheck the boxes next to a Contact Type to add or remove an individual from this Contact Type. For more information on working with Contact Types, please visit the Contact Type documentation.

1. Navigate to Contacts and locate the customer account you wish to edit.

2. Go to Contact Properties > Manage Contact Types.

3. Click Edit.

4. Check or uncheck the contact types that you want to add or remove for the customer.

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