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  • 03 Oct 2024
  • 1 Minute to read
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Article summary

How to Create a Custom Contact Type for Merryvale Winery

Made by Ben Kraemer with Scribe



1. Click "Contact Types"

2. Click "Add a Contact Type"

3. Click the "Contact Type" field.

4. Type "Meena's List To Call"

5. Click "Is Deletable?"

6. Click "Save"

7. Click "Meena's List To Call"

8. Click here.

9. Click "Settings"

10. Click "Import/Export"

11. Click "Customer Importer"

12. Click "Download Sample File"

13. Click the Choose File.

14. Click this dropdown.

15. Select Dont Overwrite Data

16. Click Import

17. Click "Contacts"

18. Click "List Builder"




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