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Knowledge Base/Contacts/Contact Types

Contact Types

This article explains how to set up and use Contact Types in Bizura to better segment and manage your contacts. Contact Types are dropdown fields that help define what kind of relationship you have with a contact, such as “Lead,” “Client,” or “Prospe

Last updated: May 26, 2026


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On this page

  • What is a Contact Type?
  • Key Benefits of Contact Types
  • How To Set Up Contact Types
  • How To Assign a Contact Type
  • Filtering Contacts by Type
  • Frequently Asked Questions
  • Related Articles

In this folder

  • Importing Contacts using a CSV file
  • Contacts – All-New Contact Detail Page
  • Contact Types
  • Internal Tasks for your Team
  • Adding Contact Tags to Multiple Contacts
  • Importing Contacts and Opportunities via CSV
  • "Add Contact" Form Upgrade and Customizations
  • Adding Files To Contacts using a Custom Field
  • Adding Multiple Phone Numbers for a Contact
  • Advanced Filters in Smart Lists
  • Company Object Feature: A Manual Way to Organize Contacts
  • Contact Activity Tab on Mobile
  • Contact Date Of Birth Field (Birthday)
  • Contact Profile Picture
  • Contacts - Manage and Merge Duplicates
  • Contacts – Revamped List View & SmartLists
  • CSV File Format for Importing Objects
  • FAQs
  • How to Create & Manage Smart Lists
  • How To Delete Contacts and Their Data
  • How to get customer consent or track legal basis to process your lead's or customer's personal data
  • How to Manage Multiple Email Addresses for a Contact
  • How to Merge Duplicate Contacts in Bizura
  • How to Use Do Not Disturb (DND)
  • Troubleshooting Bulk Imports Via CSV
  • Activity Section Upgrade
  • How to Create Subscriptions & Invoices from Contact's Profile
  • How to Customize the Contact Detail Page
  • Removing Contact Tags From Multiple Contacts
  • New Drip Mode Architecture for Bulk Actions

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