Contact Types

Without Contact Types, all contacts are created equal.

But we know that there are major differences between contacts that are LEADS versus CUSTOMERS or even PARTNERS with your business.

For that reason, LeadKlozer comes with three standard ways to classify the contacts in your account AND have them tied directly to your Daily Goals for follow-ups. 

What exactly are Contact Types?

Contact Types are the top-level organizational segments of your contact database within LeadKlozer.

You can leave the standard Contact Types as is or customize them to whatever you want by clicking on the edit icon in the upper-right corner of the Daily Goals section in the main dashboard.

We recommend sticking with these three Contact Type classifications:

  • Prospects or Leads
  • Customers or Clients
  • Partners or Team

However, you may want a classification to cover free trial members, challengers or something else extremely important to your business.

Contact Types appear all over LeadKlozer to help you stay organized:

  • Daily Goals
  • Contact Profiles
  • Smart Search Result Lists
  • Organizing Stages
  • Etc.

Any time a Contact Type name is updated, it automatically updates no matter where you see it within LeadKlozer.

Why are Contact Types so important?

  • Contact Types ensure that you’re focusing on and ultimately growing all facets of your business.
  • They help you to create specialized strategies for new lead generation, existing customer retention, and improved service delivery/ business growth with your team and partners.

By starting out with three very unique Contact Types, it is much easier to think through the custom tags, closing stages, product tags, scripts, and Smart Searches needed to aid you in the lead nurturing and closing process, and how to up-sell or cross-sell to existing customers or clients.

After picking your Contact Types, think through the next level of organizational elements like Tags, Stages, and Scripts that you will want to use that are unique to each Contact Type.

Once you do that, you’ll begin to see how powerful Contact Types and their related organizational elements are when conducting Smart Searches, coming up with ideas for scripts, setting your priorities and so much more.

Contact Types Demo Video

Contact Type Demo Video GOES HERE.


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