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

Click contacts Tab

look at the referral contact

Click Contact
Click CRM

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

To change this
Click Owner settings
Click System Settings

Click Drop down menu

Click CRM Contact Type

Here you can see all the current contact types
Choose correct Type for the Contact
Commonly used ones have bullet points



Toggle to show inactive Types

Click
to edit Type
to edit TypeClick
to add a new Contact Type
to add a new Contact TypeAdd name of Contact Type
Click update
