Enhanced Contact Type Management in Leads & Contacts Section
We're excited to announce the latest update in Fold, introducing enhanced contact type management within the Leads & Contacts section. This update brings more flexibility and efficiency to organize your contacts based on distinct contact types.
Key Features
Distinct Contact Type Tabs: Each tab within the Leads & Contacts section now represents a distinct contact type, streamlining the organization of your contacts. You can view additional contact types by selecting the 3 dots highlighted below.
Renaming Initial Tab:
The initial tab has been renamed from "Leads and Contacts" to "Leads" for clearer differentiation.
Adding New Contact Types:
When adding a new contact, users are required to navigate to the relevant contact type tab. For example, if you're in the "Visitor" sub-tab, the system will pre-fill the contact type as "Visitor" while allowing flexibility to choose another contact type if needed.
Default Contact Type Assignment:
By default, the system assigns the contact type according to the selected sub-tab. For instance, when adding a contact in the "Visitor" sub-tab, the contact type will be pre-selected as "Visitor" and editable if you click “+ Add New”.
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