--- title: Managing contact types description: How contact relationships help you organize and manage property-related connections --- [Skip to content](https://helpdesk.inveloapp.com/managing-contact-types#main-content) English Show submenu for translations ![Invelo square logo-1.png\]](https://helpdesk.inveloapp.com/hs-fs/hubfs/Invelo%20square%20logo-1.png?height=40&name=Invelo%20square%20logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Visit inveloapp.com](https://inveloapp.com/) [Visit inveloapp.com](https://inveloapp.com/) Advice and answers from the Invelo Team - There are no suggestions because the search field is empty. 1. [Invelo's Help Desk](https://helpdesk.inveloapp.com/?hsLang=en) 2. [CRM](https://helpdesk.inveloapp.com/crm?hsLang=en) 3. [Contacts](https://helpdesk.inveloapp.com/crm?hsLang=en#contacts) # Managing contact types ## How contact types help you organize and manage property-related connections Not every contact in your database plays the same role. Some are property owners, others are buyers, lenders, contractors, or service providers. Invelo’s **Contact Types** (also referred to as contact relationships) allow you to clearly define how a contact relates to a property so you can segment, filter, and manage your database more effectively. This article explains what contact types are, where to find them, and how to create or manage them. --- #### What are contact types? Contact Types define the **relationship between a contact and a property**. For example, a contact may be: - The **Owner** of the property - A **Buyer** interested in purchasing - A **Property Manager** overseeing operations - A **Contractor** working on renovations - A **Lender** financing the deal By assigning the correct contact relationship, you gain clarity on each person’s role in your deal pipeline and avoid confusion within your team. --- #### Where to find and edit contact types To view or change a contact type: 1. Go to a **single Contact record** 2. Locate the **Contact Relationship** field 3. View the current relationship 4. Update or change it as needed This allows you to accurately reflect how the contact is connected to a specific property. Keeping this field updated ensures your database stays organized and searchable. --- #### Assigning contact types during CSV import When importing contacts via CSV, you can assign a contact relationship in bulk. To do this: - Add a column in your CSV file labeled for **Contact Relationship** - Enter the appropriate relationship value for each row - Map that column correctly during the import process This saves time and ensures your contacts are properly categorized from the start. --- #### Default contact type examples Invelo includes common contact types to help you get started. Examples include: - Accountant - Agent - Appraiser - Architect - Attorney - Banker - Buyer - Carpenter - Developer - Electrician - General Contractor - HVAC - Investor - Lender - Owner - Plumber - Property Manager - Renter - Roofer - Title Company These are just starting points. Every business is different, and you can customize them to match your workflow. --- #### Adding, editing, or deleting contact types You can fully customize your contact types to fit your business needs. To manage contact types: 1. Go to **Settings** 2. Select **Data Attributes** 3. Click on the **Contact Types** tab 4. Add, edit, or delete contact relationships This allows you to standardize roles across your team and create categories that align with your investment strategy. --- #### Why contact types matter Using contact types properly allows you to: - Filter contacts by role (for example, view only Buyers or only Lenders) - Organize your power team - Separate service providers from property owners - Improve communication within your team - Maintain clarity as your database grows As your business scales, clearly defined contact relationships prevent confusion and make your CRM more powerful. --- Keeping contact types accurate and customized ensures every contact in Invelo has a clear purpose and role tied to your properties and deals. - [Getting Started](https://helpdesk.inveloapp.com/getting-started?hsLang=en#main-content) - [Welcome Series](https://helpdesk.inveloapp.com/getting-started?hsLang=en#welcome-series) - [Onboarding & White Glove Migration](https://helpdesk.inveloapp.com/getting-started?hsLang=en#onboarding-white-glove-migration) - 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