Create And Manage Contacts Types/Categories

Contacts in FieldCircle could refer to various types of contacts eg. customer point of contact, internal site contacts, prospect, partners etc. To define these names-

1. Click the ‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
2. Now, click on ‘CRM Activities’ from the left menu, followed by clicking on ‘Contacts’ from the middle section
3. No, click ‘Types’ from the left menu. 
4. Click ‘Add New’ from the top right corner
5. Fill in the details and click ‘Add’ from the top right once done