Knowledge Base

Learn about features, integrations, customizations and more.

What are “contact types” in Wealthbox?

Team Wealthbox
Team Wealthbox
  • Updated

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”: