Types are essentially TAGS which can be assigned to a lead to help describe what type of lead it is (i.e. Trade Show Lead, Website Lead, etc.). Users may create as many Types as needed and may add, edit, or remove them at any time. One or multiple types can be added to each lead in your account. Types may be added or removed manually or automatically via a workflow.
Types can also be used as a search filter to sort and manage your lead list.
No matter which template you choose for your initial setup, you may want to go in to your Types settings and make sure that the Types that are in your account are labeled to your satisfaction. You may also want to create additional Types for your particular needs, and/or change the colors that are associated with your Types, again to suit your personal needs or tastes.
To edit an existing Type, place your mouse over the Type name and then click on the “pencil” icon. This Opens the editor and you can change the label or color associated with it.
To create a new Type, click on “Add Type” from the Type list page and give the Type a label and choose a color for it. Click “Save” and you are finished.