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What are “contact types” in Wealthbox?
What are “contact types” in Wealthbox?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

Contact types simply categorize your contacts (eg. A clients, B clients, etc) and are distinct from the more granular “tagging” of contacts.

To customize contact types, go to the three dots in the upper right corner > Settings > “Customizations” > “Contact types”:

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