Settings → Members/Leads → Custom Contact Types
What is a custom contact type?
A contact type refers to a category of non-members in Fold. Customers can create their own contact types in Settings → Members/Leads → Custom Contact types. Example custom contact types are Pharmacies, Labs, VIP Prospects, and Benefits Advisors. Whether a contact type can be converted to a member/patient is determined by the Contact Type settings.
How are custom contacts created?
Custom contacts can be created manually via Leads & Contact tabs → “+ Add New” button or via Import.
What parameters can I choose for a custom contact type?
You can control the name of the custom contact type, the default contact type status (Active vs. Inactive), and whether the contact type can be converted to a patient.
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