Client Types

Client Types are configurable categories you define for your workspace. They help you classify contacts and pipeline items into meaningful groups that match your business model.

When to use client types

• Customer segmentation — Distinguish between enterprise clients, SMBs, and individual users.
• Partner classification — Tag referral partners differently from direct customers.
• Industry verticals — If you serve multiple industries, create types for each.

Creating a client type

1. 1

   Navigate to Client Types

   Go to Workspace Settings → Client Types from the sidebar.

2. 2

   Click "Create Client Type"

   Open the creation form.

3. 3

   Enter name and description

   Give the client type a clear name (e.g., "Enterprise," "SMB," "Partner") and an optional description explaining when to use it.

4. 4

   Save

   Click "Save" to create the client type. It will now be available when classifying contacts and pipeline items.

Managing client types

The Client Types page shows a list of all defined types. Each row displays the name, description, and action buttons:

• Edit — Update the name or description.
• Delete — Remove the type (with confirmation). Existing contacts with this type will retain their classification until manually changed.

Related

• Contacts — Where client types are applied.
• Pipeline Items — Items can be classified with client types.