CRM contact types are used to help us understand the role or type. A person is both in the scope of a project but also overall outside of a project.

From the Projects page 
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Click contacts Tab
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look at the referral contact
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Click Contact

Click CRM
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for her CRM record we can see that she’s actually an intake specialist

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To change this 
Click Owner settings
Click System Settings

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Click Drop down menu
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Click CRM Contact Type
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Here you can see all the current contact types
Choose correct Type for the Contact

Commonly used ones have bullet points
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Toggle to show inactive Types
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Click Image Placeholderto edit Type

Click Image Placeholderto add a new Contact Type

Add name of Contact Type 
Click update
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