FAQs in this section
Who is a Contact? Can my Contact be an Organization? How do I create a Contact? Can I add a Contact with only a few details and add more details later? How can I add hundreds of Contacts at once? Can I export my Contacts to an external source? Can I duplicate a Contact record? How do I import Contacts from a .csv file? What happens to Contacts and Deals when I delete their related Organization? How can I see the number of deals related to a contact? How can I assign a Contact to a rep? How can I change a Contact back to a Lead? If a Contact moved to another Organization (Company), how should we deal with it? Where do I set the customer support period for a Contact? Can I create a Contact using Quick Create? How do I convert a Contact into a customer? What does a Contact's Lifecycle Stage field indicate? What is Contact Hierarchy? How do I set up a Contact Hierarchy? Where do I view the Contact Hierarchy? How do I transfer a Deal and its Contacts to a different Sales rep? I want to export only a few Contacts. How can I do that? How do I delete many Contacts at once? What are the different ways to create a Contact?
How do I identify if a Contact is a Lead or a customer?
Table of Contents
You can identify a contact's type by looking at its Lifecycle Stage field. It determines whether a contact is a lead, potential, or customer.
Was this FAQ helpful?
0 out of 0 found this helpful.
Be the first to comment