Overview
Interacting well with customers, vendors, sales reps, and others is a crucial part of running a successful business. SalesPad Cloud makes managing communications with your various contacts easy and efficient with Contact Method Types.
To get started, select Contact Method Type from the Settings menu.
Navigation Menu
Contact Method Type
Create a Contact Method Type
To create a Contact Method Type, click the New Contact Method Type button in the upper left-hand corner of the screen.
The Contact Method Type drawer will appear. Fill out the information fields in this drawer.
For a brief explanation of the different information fields in the Contact Method Type drawer, click here:
Contact Method Type
Contact Method Type - Allows you to give the Contact Method Type a unique name
Contact Method Kind - Specifies which style of Contact Method this is (email, phone, etc.)
Abbreviation - Allows you to establish an abbreviation for the Contact Method Type
SEQ - Determines where on your Contact Method Type list this method falls
Is Primary - If this box is checked, this Contact Method Type is the primary method of communication with this customer
When you've finished entering your information, click Save.
Edit a Contact Method Type
To edit an existing Contact Method Type, first select the Contact Method Type from the list on the left-hand side of the Contact Method Type window.
Once you've selected the Contact Method Type you want to edit, make your changes in the information fields on the right-hand side of the screen.
When you've finished making your changes, click Save.
See it in Action
Contact Method Type dropdowns appear on the Contacts tabs on Customer and Vendor cards.
