# Contact Types
Refer to the categories or classifications of contacts you manage in a system
When adding or editing a Contact Type, you typically fill out the following fields:
· **Name** – The title or specific label of the contact type (e.g., “Customer,” “Vendor,” “Lead”).
· **Description** – A brief explanation of the contact type’s purpose or role within the system.
· **Comments** – Additional notes or relevant information about this contact type.
· **Save Contact** – The action or button used to confirm and store the contact type information in the system.
Please find attached the video for the **Contact Types.**
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**Follow these Steps to navigate and use Contact Types**:
**1. Click "Administrative Task"**
**2. Click "Contact Types"**
**3. Click "New Contact Type"**
**4. ****Navigate to "Name "field, enter the desired name for the new contact type.**
**5. Add a Description if desired.**
**6. Add a Comment if desired**
**7. Click "Save Contact Type"**
**Please find the link to the Step-By-Step reference guide for Contact Types. [Contact Types.png](https://support.ceonesource.com/attachments/36)**
**✅ Tips for Contract Types:**
**1. ****Use Clear and Descriptive Names – Ensure each contact type clearly reflects its purpose.**
**2. ****Provide Meaningful Descriptions – Add a brief description to clarify the role of each contact type.**
**3. ****Utilize Comments Wisely – Use the comments field to include additional context, guidelines, or notes relevant to the contact type.**
**4. ****Be Consistent – Maintain consistent naming conventions and categorization to avoid confusion and ensure accurate reporting.**
**5. ****Review Regularly – Periodically review contact types to ensure they remain relevant and aligned with your current workflows.**
**6. ****Leverage for Automation – Assign default responsibilities or workflows based on contact types to streamline processes.**