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Creating a new type of contact

To create a new type of contact, go to Main menu — Settings – CRM – Contacts in the administration panel:

In tab "Types settings", enter the name of the new contact type and select a color tag for it:

You may also be interested in: Filters and search tools

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APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system