Manage Lead/Contact Relationship Types

Use this screen to enter and maintain lead/contact relationship types.

These lead/contact relationship types are used on the Manage Leads and Contacts screen to identify the lead's or contact's relationship type.

If you have multiple companies, you can set up and maintain lead/contact relationship type codes in any company and use them across all companies. The code, however, must be unique in a single Costpoint database.

Note: This application is available only if you are licensed for Capture & Contracts.