Contact Types

This article explains how to set up and use Contact Types in Patient Copilot 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 “Prospect.” * * * ## Frequently Asked Questions Q: Can I have multiple Contact Types on one contact? No. Contact Type is a single-select dropdown field. Use Tags for multi-labeling. Q: Can I use Contact Type as a trigger in workflows? Yes. Use the Contact Changed trigger to fire automations when the Contact Type is updated. Q: Can I rename or delete a Contact Type after it’s in use? Yes. Renaming or deleting values will update them across all contacts. **Q: Can I bulk update Contact Types for multiple contacts at once? Yes. You can use the bulk action feature in Smart Lists to apply the “Update Contact Field” action to multiple selected contacts and set a new Contact Type for all of them. * * * ## (https://help.patientcopilot.ai/support/solutions/articles/155000002477-workflow-trigger-contact-changed)**Related Articles - How to Use Custom Fields